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 | $130,890 | $112,096+16.8% | $95,952+36.4% | $158,922-17.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 32.18% | 171.09%-138.9pp | 91.61%-59.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $731 | $3,198-77.1% | $2,541-71.2% | $4,761-84.6% |
| Participant deferral / active EE | $5,607 | $4,784+17.2% | $4,167+34.6% | $5,982-6.3% |
| Admin fee / account holder | $2,132 | $10,130-79.0% | $6,795-68.6% | $11,246-81.0% |