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 | $129,727 | $97,757+32.7% | $83,848+54.7% | $135,375-4.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 18.82% | 1287.37%-1268.5pp | 850.88%-832.1pp | 519.73%-500.9pp |
| Employer contribution / active EE | $1,566 | $4,222-62.9% | $3,631-56.9% | $4,779-67.2% |
| Participant deferral / active EE | $4,785 | $4,682+2.2% | $4,082+17.2% | $5,609-14.7% |
| Admin fee / account holder | $620 | $6,674-90.7% | $5,478-88.7% | $10,827-94.3% |