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 | $105,189 | $102,966+2.2% | $90,281+16.5% | $152,861-31.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 23.42% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,008 | $3,139-67.9% | $2,854-64.7% | $4,762-78.8% |
| Participant deferral / active EE | $9,027 | $4,281+110.8% | $3,885+132.3% | $5,850+54.3% |
| Admin fee / account holder | $1,865 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |