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 | $142,724 | $111,724+27.7% | $93,606+52.5% | $145,922-2.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 17.57% | 202.98%-185.4pp | 133.20%-115.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,125 | $3,090-63.6% | $2,420-53.5% | $4,660-75.9% |
| Participant deferral / active EE | $3,774 | $4,912-23.2% | $4,411-14.5% | $6,688-43.6% |
| Admin fee / account holder | $3,311 | $10,250-67.7% | $8,285-60.0% | $13,397-75.3% |