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 | $104,846 | $70,606+48.5% | $53,898+94.5% | $142,382-26.4% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 19.40% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,313 | $1,202+9.3% | $932+40.9% | $4,299-69.5% |
| Participant deferral / active EE | $3,792 | $2,364+60.4% | $1,826+107.6% | $6,507-41.7% |
| Admin fee / account holder | $1,252 | $2,852-56.1% | $2,491-49.7% | $12,624-90.1% |