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 | $135,150 | $107,934+25.2% | $91,989+46.9% | $152,861-11.6% |
| Participation rate | 87.0% | 81.2%+5.8pp | 78.6%+8.3pp | 82.4%+4.5pp |
| Annual return | 21.49% | 89.24%-67.8pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,785 | $4,210-57.6% | $3,452-48.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,281 | $6,364-48.4% | $5,923-44.6% | $5,850-43.9% |
| Admin fee / account holder | $1,335 | $10,520-87.3% | $7,743-82.8% | $11,596-88.5% |