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 | $106,409 | $102,966+3.3% | $90,281+17.9% | $152,861-30.4% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 23.97% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $604 | $3,139-80.8% | $2,854-78.8% | $4,762-87.3% |
| Participant deferral / active EE | $7,224 | $4,281+68.7% | $3,885+85.9% | $5,850+23.5% |
| Admin fee / account holder | $647 | $6,171-89.5% | $5,351-87.9% | $11,596-94.4% |