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 | $126,072 | $99,652+26.5% | $78,778+60.0% | $147,584-14.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 18.40% | 47.28%-28.9pp | 35.62%-17.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,640 | $2,796-41.3% | $1,986-17.4% | $4,876-66.4% |
| Participant deferral / active EE | $4,703 | $3,664+28.4% | $2,958+59.0% | $5,439-13.5% |
| Admin fee / account holder | $5,867 | $7,155-18.0% | $5,134+14.3% | $10,885-46.1% |