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 | $130,195 | $81,632+59.5% | $70,449+84.8% | $158,922-18.1% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 16.40% | 208.40%-192.0pp | 109.03%-92.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,977 | $3,217+23.6% | $2,737+45.3% | $4,761-16.5% |
| Participant deferral / active EE | $4,170 | $4,554-8.4% | $3,709+12.4% | $5,982-30.3% |
| Admin fee / account holder | $39,580 | $6,193+539.2% | $3,845+929.3% | $11,246+252.0% |