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 | $135,452 | $100,773+34.4% | $88,946+52.3% | $142,382-4.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 12.16% | 70.18%-58.0pp | 57.82%-45.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $760 | $2,918-74.0% | $2,555-70.3% | $4,299-82.3% |
| Participant deferral / active EE | $1,687 | $5,230-67.8% | $4,581-63.2% | $6,507-74.1% |
| Admin fee / account holder | $4,100 | $9,693-57.7% | $8,261-50.4% | $12,624-67.5% |