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 | $130,376 | $115,770+12.6% | $101,248+28.8% | $158,922-18.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.83% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,295 | $4,175-69.0% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $2,181 | $4,957-56.0% | $4,370-50.1% | $5,982-63.5% |
| Admin fee / account holder | $3,194 | $7,245-55.9% | $5,945-46.3% | $11,246-71.6% |