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 | $150,327 | $112,881+33.2% | $90,951+65.3% | $158,922-5.4% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 14.22% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,502 | $2,893-48.1% | $2,122-29.2% | $4,761-68.5% |
| Participant deferral / active EE | $4,255 | $4,128+3.1% | $3,373+26.2% | $5,982-28.9% |
| Admin fee / account holder | $2,462 | $8,041-69.4% | $5,959-58.7% | $11,246-78.1% |