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 | $120,424 | $106,890+12.7% | $84,015+43.3% | $152,861-21.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 18.90% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,454 | $2,734-46.8% | $1,983-26.7% | $4,762-69.5% |
| Participant deferral / active EE | $1,610 | $4,011-59.9% | $3,239-50.3% | $5,850-72.5% |
| Admin fee / account holder | $3,438 | $8,285-58.5% | $6,101-43.6% | $11,596-70.4% |