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 | $143,460 | $99,877+43.6% | $84,966+68.8% | $145,922-1.7% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.2pp | 80.3%+15.4pp |
| Annual return | 14.09% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,520 | $3,231-53.0% | $2,727-44.3% | $4,660-67.4% |
| Participant deferral / active EE | $5,778 | $5,291+9.2% | $4,519+27.8% | $6,688-13.6% |
| Admin fee / account holder | $2,614 | $7,248-63.9% | $6,149-57.5% | $13,397-80.5% |