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 | $107,305 | $56,114+91.2% | $96,139+11.6% | $85,850+25.0% |
| Participation rate | 74.5% | 56.7%+17.7pp | 68.4%+6.0pp | 69.3%+5.2pp |
| Annual return | 14.22% | 42.30%-28.1pp | 191.94%-177.7pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,210 | $1,620-25.3% | $2,797-56.7% | $2,565-52.8% |
| Participant deferral / active EE | $3,614 | $2,859+26.4% | $4,349-16.9% | $3,952-8.6% |
| Admin fee / account holder | $1,267 | $3,768-66.4% | $5,537-77.1% | $6,260-79.8% |