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 | $119,037 | $133,922-11.1% | $116,228+2.4% | $142,382-16.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 19.98% | 147.76%-127.8pp | 90.06%-70.1pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,534 | $3,446-26.4% | $2,994-15.4% | $4,299-41.0% |
| Participant deferral / active EE | $5,284 | $5,672-6.9% | $4,953+6.7% | $6,507-18.8% |
| Admin fee / account holder | $652 | $14,945-95.6% | $11,989-94.6% | $12,624-94.8% |