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 | $131,272 | $95,971+36.8% | $74,550+76.1% | $135,375-3.0% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | 5.82% | 56.96%-51.1pp | 32.53%-26.7pp | 519.73%-513.9pp |
| Employer contribution / active EE | $2,356 | $2,716-13.3% | $1,961+20.1% | $4,779-50.7% |
| Participant deferral / active EE | $7,172 | $3,843+86.6% | $3,108+130.8% | $5,609+27.9% |
| Admin fee / account holder | $2,432 | $6,522-62.7% | $5,060-51.9% | $10,827-77.5% |