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 | $140,225 | $98,240+42.7% | $82,313+70.4% | $147,584-5.0% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 22.19% | 30.85%-8.7pp | 25.88%-3.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,021 | $3,192-68.0% | $2,428-58.0% | $4,876-79.1% |
| Participant deferral / active EE | $3,005 | $4,383-31.5% | $3,706-18.9% | $5,439-44.8% |
| Admin fee / account holder | $18,476 | $8,563+115.8% | $5,608+229.5% | $10,885+69.7% |