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 | $134,206 | $101,618+32.1% | $93,063+44.2% | $137,256-2.2% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 13.68% | 223.95%-210.3pp | 34.15%-20.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,051 | $2,707+49.6% | $2,476+63.6% | $4,156-2.5% |
| Participant deferral / active EE | $6,822 | $4,279+59.4% | $3,958+72.4% | $6,407+6.5% |
| Admin fee / account holder | $50,806 | $6,198+719.7% | $6,033+742.1% | $12,270+314.1% |