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 | $138,503 | $107,934+28.3% | $91,989+50.6% | $152,861-9.4% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 17.93% | 89.24%-71.3pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,597 | $4,210-62.1% | $3,452-53.7% | $4,762-66.5% |
| Participant deferral / active EE | $2,873 | $6,364-54.9% | $5,923-51.5% | $5,850-50.9% |
| Admin fee / account holder | $1,346 | $10,520-87.2% | $7,743-82.6% | $11,596-88.4% |