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 | $115,087 | $104,974+9.6% | $95,585+20.4% | $142,382-19.2% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 13.53% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,947 | $2,779-29.9% | $2,527-22.9% | $4,299-54.7% |
| Participant deferral / active EE | $3,365 | $4,352-22.7% | $4,023-16.4% | $6,507-48.3% |
| Admin fee / account holder | $14,930 | $6,386+133.8% | $6,127+143.7% | $12,624+18.3% |