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 | $113,705 | $99,877+13.8% | $84,966+33.8% | $145,922-22.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 13.36% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,125 | $3,231-65.2% | $2,727-58.8% | $4,660-75.9% |
| Participant deferral / active EE | $3,134 | $5,291-40.8% | $4,519-30.7% | $6,688-53.1% |
| Admin fee / account holder | $3,458 | $7,248-52.3% | $6,149-43.8% | $13,397-74.2% |