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 | $138,417 | $104,974+31.9% | $95,585+44.8% | $142,382-2.8% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 14.89% | 210.33%-195.4pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,021 | $2,779-27.3% | $2,527-20.0% | $4,299-53.0% |
| Participant deferral / active EE | $8,807 | $4,352+102.4% | $4,023+118.9% | $6,507+35.3% |
| Admin fee / account holder | $372 | $6,386-94.2% | $6,127-93.9% | $12,624-97.1% |