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 | $132,041 | $106,890+23.5% | $84,015+57.2% | $152,861-13.6% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 20.32% | 104.99%-84.7pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,803 | $2,734+2.5% | $1,983+41.3% | $4,762-41.1% |
| Participant deferral / active EE | $4,598 | $4,011+14.6% | $3,239+42.0% | $5,850-21.4% |
| Admin fee / account holder | $18,667 | $8,285+125.3% | $6,101+206.0% | $11,596+61.0% |