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 | $127,808 | $112,096+14.0% | $95,952+33.2% | $158,922-19.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.44% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,226 | $3,198+32.1% | $2,541+66.3% | $4,761-11.3% |
| Participant deferral / active EE | $8,013 | $4,784+67.5% | $4,167+92.3% | $5,982+34.0% |
| Admin fee / account holder | $8,094 | $10,130-20.1% | $6,795+19.1% | $11,246-28.0% |