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 | $138,325 | $104,974+31.8% | $95,585+44.7% | $142,382-2.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 12.89% | 210.33%-197.4pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $293 | $2,779-89.4% | $2,527-88.4% | $4,299-93.2% |
| Participant deferral / active EE | $3,936 | $4,352-9.6% | $4,023-2.1% | $6,507-39.5% |
| Admin fee / account holder | $17,789 | $6,386+178.6% | $6,127+190.3% | $12,624+40.9% |