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 | $144,690 | $111,724+29.5% | $93,606+54.6% | $145,922-0.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 8.43% | 202.98%-194.6pp | 133.20%-124.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,288 | $3,090-58.3% | $2,420-46.8% | $4,660-72.4% |
| Participant deferral / active EE | $3,263 | $4,912-33.6% | $4,411-26.0% | $6,688-51.2% |
| Admin fee / account holder | $12,003 | $10,250+17.1% | $8,285+44.9% | $13,397-10.4% |