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 | $125,564 | $100,773+24.6% | $88,946+41.2% | $142,382-11.8% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 11.22% | 70.18%-59.0pp | 57.82%-46.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,914 | $2,918-34.4% | $2,555-25.1% | $4,299-55.5% |
| Participant deferral / active EE | $3,870 | $5,230-26.0% | $4,581-15.5% | $6,507-40.5% |
| Admin fee / account holder | $834 | $9,693-91.4% | $8,261-89.9% | $12,624-93.4% |