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 | $119,595 | $107,934+10.8% | $91,989+30.0% | $152,861-21.8% |
| Participation rate | 79.2% | 81.2%-2.0pp | 78.6%+0.5pp | 82.4%-3.3pp |
| Annual return | 25.22% | 89.24%-64.0pp | 69.02%-43.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,269 | $4,210-22.3% | $3,452-5.3% | $4,762-31.4% |
| Participant deferral / active EE | $8,073 | $6,364+26.9% | $5,923+36.3% | $5,850+38.0% |
| Admin fee / account holder | $1,439 | $10,520-86.3% | $7,743-81.4% | $11,596-87.6% |