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 | $101,775 | $99,652+2.1% | $78,778+29.2% | $147,584-31.0% |
| Participation rate | 76.2% | 76.2%0pp | 69.2%+7.0pp | 82.8%-6.6pp |
| Annual return | 11.30% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,420 | $2,796-49.2% | $1,986-28.5% | $4,876-70.9% |
| Participant deferral / active EE | $2,694 | $3,664-26.5% | $2,958-8.9% | $5,439-50.5% |
| Admin fee / account holder | $2,776 | $7,155-61.2% | $5,134-45.9% | $10,885-74.5% |