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 | $119,789 | $105,998+13.0% | $92,233+29.9% | $147,584-18.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 17.82% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,760 | $4,333-36.3% | $3,679-25.0% | $4,876-43.4% |
| Participant deferral / active EE | $3,953 | $4,478-11.7% | $3,897+1.5% | $5,439-27.3% |
| Admin fee / account holder | $879 | $6,332-86.1% | $5,194-83.1% | $10,885-91.9% |