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 | $142,214 | $106,890+33.0% | $84,015+69.3% | $152,861-7.0% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.4%+13.2pp |
| Annual return | 21.29% | 104.99%-83.7pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,220 | $2,734-18.8% | $1,983+11.9% | $4,762-53.4% |
| Participant deferral / active EE | $4,394 | $4,011+9.5% | $3,239+35.7% | $5,850-24.9% |
| Admin fee / account holder | $2,370 | $8,285-71.4% | $6,101-61.2% | $11,596-79.6% |