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 | $123,863 | $99,652+24.3% | $78,778+57.2% | $147,584-16.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 14.28% | 47.28%-33.0pp | 35.62%-21.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $859 | $2,796-69.3% | $1,986-56.7% | $4,876-82.4% |
| Participant deferral / active EE | $1,239 | $3,664-66.2% | $2,958-58.1% | $5,439-77.2% |
| Admin fee / account holder | $2,532 | $7,155-64.6% | $5,134-50.7% | $10,885-76.7% |