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 | $143,272 | $98,750+45.1% | $149,696-4.3% | $79,858+79.4% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 16.18% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $896 | $3,216-72.1% | $4,644-80.7% | $2,471-63.7% |
| Participant deferral / active EE | $3,428 | $5,680-39.6% | $6,842-49.9% | $3,740-8.3% |
| Admin fee / account holder | $2,929 | $6,053-51.6% | $9,309-68.5% | $5,306-44.8% |