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 | $71,376 | $81,632-12.6% | $70,449+1.3% | $158,922-55.1% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 23.08% | 208.40%-185.3pp | 109.03%-86.0pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,679 | $3,217+14.4% | $2,737+34.4% | $4,761-22.7% |
| Participant deferral / active EE | $7,708 | $4,554+69.3% | $3,709+107.8% | $5,982+28.8% |
| Admin fee / account holder | $414 | $6,193-93.3% | $3,845-89.2% | $11,246-96.3% |