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 | $120,782 | $96,635+25.0% | $86,612+39.5% | $139,434-13.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 21.10% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,960 | $3,263-9.3% | $3,022-2.1% | $4,751-37.7% |
| Participant deferral / active EE | $7,596 | $4,836+57.1% | $4,438+71.2% | $6,710+13.2% |
| Admin fee / account holder | $820 | $6,408-87.2% | $5,614-85.4% | $11,403-92.8% |