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 | $129,690 | $111,724+16.1% | $93,606+38.5% | $145,922-11.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 12.59% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,006 | $3,090-35.1% | $2,420-17.1% | $4,660-56.9% |
| Participant deferral / active EE | $5,366 | $4,912+9.2% | $4,411+21.6% | $6,688-19.8% |
| Admin fee / account holder | $1,386 | $10,250-86.5% | $8,285-83.3% | $13,397-89.7% |