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 | $119,176 | $110,809+7.6% | $86,874+37.2% | $167,490-28.8% |
| Participation rate | 86.4% | 75.8%+10.6pp | 71.6%+14.7pp | 82.1%+4.3pp |
| Annual return | 19.89% | 116.98%-97.1pp | 63.52%-43.6pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,611 | $3,244-50.3% | $2,495-35.4% | $4,837-66.7% |
| Participant deferral / active EE | $1,732 | $4,546-61.9% | $3,699-53.2% | $6,341-72.7% |
| Admin fee / account holder | $2,024 | $8,415-75.9% | $5,828-65.3% | $12,309-83.6% |