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 | $129,618 | $89,355+45.1% | $141,162-8.2% | $72,985+77.6% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 26.95% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,438 | $3,114-53.8% | $4,735-69.6% | $2,440-41.1% |
| Participant deferral / active EE | $9,216 | $5,418+70.1% | $6,709+37.4% | $3,607+155.5% |
| Admin fee / account holder | $2,534 | $5,958-57.5% | $10,261-75.3% | $5,124-50.5% |