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 | $103,779 | $52,353+98.2% | $120,225-13.7% | $82,448+25.9% |
| Participation rate | 70.4% | 58.3%+12.1pp | 69.6%+0.8pp | 68.1%+2.3pp |
| Annual return | 15.24% | 61.85%-46.6pp | 439.23%-424.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,858 | $1,510+23.0% | $3,475-46.5% | $2,551-27.2% |
| Participant deferral / active EE | $4,882 | $2,627+85.8% | $3,999+22.1% | $4,139+17.9% |
| Admin fee / account holder | $667 | $4,363-84.7% | $5,696-88.3% | $7,234-90.8% |