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 | $123,544 | $106,890+15.6% | $84,015+47.1% | $152,861-19.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 19.88% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,382 | $2,734-49.5% | $1,983-30.3% | $4,762-71.0% |
| Participant deferral / active EE | $3,740 | $4,011-6.8% | $3,239+15.5% | $5,850-36.1% |
| Admin fee / account holder | $3,360 | $8,285-59.4% | $6,101-44.9% | $11,596-71.0% |