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 | $131,092 | $102,966+27.3% | $90,281+45.2% | $152,861-14.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 12.40% | 95.16%-82.8pp | 78.10%-65.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,355 | $3,139-56.8% | $2,854-52.5% | $4,762-71.5% |
| Participant deferral / active EE | $5,145 | $4,281+20.2% | $3,885+32.4% | $5,850-12.1% |
| Admin fee / account holder | $3,467 | $6,171-43.8% | $5,351-35.2% | $11,596-70.1% |