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 | $134,403 | $110,502+21.6% | $80,716+66.5% | $167,490-19.8% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 12.88% | 120.54%-107.7pp | 87.28%-74.4pp | 478.56%-465.7pp |
| Employer contribution / active EE | $733 | $1,543-52.5% | $1,160-36.8% | $4,837-84.8% |
| Participant deferral / active EE | $5,395 | $2,871+87.9% | $2,146+151.5% | $6,341-14.9% |
| Admin fee / account holder | $983 | $4,545-78.4% | $3,380-70.9% | $12,309-92.0% |