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 | $142,853 | $111,814+27.8% | $93,654+52.5% | $145,959-2.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 14.98% | 203.30%-188.3pp | 133.34%-118.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,236 | $3,092-60.0% | $2,421-49.0% | $4,661-73.5% |
| Participant deferral / active EE | $3,284 | $4,914-33.2% | $4,413-25.6% | $6,689-50.9% |
| Admin fee / account holder | $1,478 | $10,246-85.6% | $8,282-82.2% | $13,398-89.0% |