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 | $131,904 | $115,770+13.9% | $101,248+30.3% | $158,922-17.0% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 11.82% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,420 | $4,175-42.0% | $3,660-33.9% | $4,761-49.2% |
| Participant deferral / active EE | $3,562 | $4,957-28.1% | $4,370-18.5% | $5,982-40.4% |
| Admin fee / account holder | $728 | $7,245-89.9% | $5,945-87.8% | $11,246-93.5% |