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 | $87,217 | $84,696+3.0% | $75,696+15.2% | $167,490-47.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 15.31% | 199.36%-184.0pp | 104.53%-89.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,230 | $3,2300% | $2,743+17.8% | $4,837-33.2% |
| Participant deferral / active EE | $8,267 | $4,580+80.5% | $3,821+116.3% | $6,341+30.4% |
| Admin fee / account holder | $403 | $5,355-92.5% | $3,619-88.9% | $12,309-96.7% |