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 | $127,704 | $102,966+24.0% | $90,281+41.5% | $152,861-16.5% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.4%+4.5pp |
| Annual return | 22.98% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,532 | $3,139-19.3% | $2,854-11.3% | $4,762-46.8% |
| Participant deferral / active EE | $4,276 | $4,281-0.1% | $3,885+10.1% | $5,850-26.9% |
| Admin fee / account holder | $3,067 | $6,171-50.3% | $5,351-42.7% | $11,596-73.6% |