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 | $134,061 | $107,334+24.9% | $92,893+44.3% | $152,861-12.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 20.76% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,181 | $4,221-48.3% | $3,653-40.3% | $4,762-54.2% |
| Participant deferral / active EE | $5,848 | $4,845+20.7% | $4,236+38.1% | $5,8500% |
| Admin fee / account holder | $390 | $7,079-94.5% | $5,794-93.3% | $11,596-96.6% |