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 | $119,964 | $106,890+12.2% | $84,015+42.8% | $152,861-21.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.4%+12.6pp |
| Annual return | 19.95% | 104.99%-85.0pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,678 | $2,734-38.6% | $1,983-15.4% | $4,762-64.8% |
| Participant deferral / active EE | $4,904 | $4,011+22.3% | $3,239+51.4% | $5,850-16.2% |
| Admin fee / account holder | $1,167 | $8,285-85.9% | $6,101-80.9% | $11,596-89.9% |