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 | $117,563 | $99,652+18.0% | $78,778+49.2% | $147,584-20.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 11.40% | 47.28%-35.9pp | 35.62%-24.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $4,287 | $2,796+53.4% | $1,986+115.9% | $4,876-12.1% |
| Participant deferral / active EE | $7,260 | $3,664+98.2% | $2,958+145.4% | $5,439+33.5% |
| Admin fee / account holder | $652 | $7,155-90.9% | $5,134-87.3% | $10,885-94.0% |