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 4-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 | $143,031 | $99,921+43.1% | $85,009+68.3% | $145,959-2.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.03% | 83.89%-71.9pp | 66.47%-54.4pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,817 | $3,233-12.9% | $2,728+3.2% | $4,661-39.6% |
| Participant deferral / active EE | $4,858 | $5,293-8.2% | $4,522+7.4% | $6,689-27.4% |
| Admin fee / account holder | $1,219 | $7,252-83.2% | $6,153-80.2% | $13,398-90.9% |