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 | $134,488 | $70,428+91.0% | $96,562+39.3% | $85,850+56.7% |
| Participation rate | 85.3% | 61.8%+23.5pp | 69.8%+15.5pp | 69.3%+16.0pp |
| Annual return | 15.29% | 18.59%-3.3pp | 37.78%-22.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $674 | $1,413-52.3% | $2,356-71.4% | $2,565-73.7% |
| Participant deferral / active EE | $4,170 | $2,894+44.1% | $3,849+8.3% | $3,952+5.5% |
| Admin fee / account holder | $4,398 | $4,997-12.0% | $6,181-28.8% | $6,260-29.7% |