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 | $114,885 | $95,561+20.2% | $77,163+48.9% | $139,434-17.6% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.81% | 54.92%-43.1pp | 37.87%-26.1pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,182 | $3,147-62.4% | $2,535-53.4% | $4,751-75.1% |
| Participant deferral / active EE | $3,781 | $4,624-18.2% | $3,833-1.4% | $6,710-43.6% |
| Admin fee / account holder | $408 | $8,295-95.1% | $5,472-92.5% | $11,403-96.4% |