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 | $127,678 | $107,334+19.0% | $92,893+37.4% | $152,861-16.5% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 24.04% | 145.58%-121.5pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,075 | $4,221-50.8% | $3,653-43.2% | $4,762-56.4% |
| Participant deferral / active EE | $4,007 | $4,845-17.3% | $4,236-5.4% | $5,850-31.5% |
| Admin fee / account holder | $1,782 | $7,079-74.8% | $5,794-69.2% | $11,596-84.6% |