See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,795 | $99,652+43.3% | $78,778+81.3% | $147,584-3.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 16.01% | 47.28%-31.3pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,127 | $2,796-59.7% | $1,986-43.2% | $4,876-76.9% |
| Participant deferral / active EE | $5,103 | $3,664+39.3% | $2,958+72.5% | $5,439-6.2% |
| Admin fee / account holder | $2,710 | $7,155-62.1% | $5,134-47.2% | $10,885-75.1% |