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 | $127,004 | $114,047+11.4% | $96,139+32.1% | $167,490-24.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 12.53% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,248 | $3,427-63.6% | $2,797-55.4% | $4,837-74.2% |
| Participant deferral / active EE | $5,029 | $5,194-3.2% | $4,349+15.6% | $6,341-20.7% |
| Admin fee / account holder | $572 | $6,897-91.7% | $5,537-89.7% | $12,309-95.4% |