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 | $128,859 | $99,652+29.3% | $78,778+63.6% | $147,584-12.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 11.15% | 47.28%-36.1pp | 35.62%-24.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,480 | $2,796-47.1% | $1,986-25.5% | $4,876-69.6% |
| Participant deferral / active EE | $2,372 | $3,664-35.3% | $2,958-19.8% | $5,439-56.4% |
| Admin fee / account holder | $2,166 | $7,155-69.7% | $5,134-57.8% | $10,885-80.1% |