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 | $114,663 | $99,079+15.7% | $77,999+47.0% | $273,961-58.1% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 11.22% | 217.93%-206.7pp | 425.96%-414.7pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,075 | $3,308-67.5% | $2,470-56.5% | $4,869-77.9% |
| Participant deferral / active EE | $5,742 | $4,306+33.3% | $3,497+64.2% | $5,287+8.6% |
| Admin fee / account holder | $382 | $8,954-95.7% | $5,480-93.0% | $10,132-96.2% |