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 | $143,837 | $99,652+44.3% | $78,778+82.6% | $147,584-2.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 11.88% | 47.28%-35.4pp | 35.62%-23.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,206 | $2,796-21.1% | $1,986+11.1% | $4,876-54.8% |
| Participant deferral / active EE | $3,633 | $3,664-0.8% | $2,958+22.8% | $5,439-33.2% |
| Admin fee / account holder | $5,570 | $7,155-22.2% | $5,134+8.5% | $10,885-48.8% |