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 | $116,501 | $133,922-13.0% | $116,228+0.2% | $142,382-18.2% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 12.15% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,456 | $3,446-57.8% | $2,994-51.4% | $4,299-66.1% |
| Participant deferral / active EE | $4,830 | $5,672-14.8% | $4,953-2.5% | $6,507-25.8% |
| Admin fee / account holder | $3,703 | $14,945-75.2% | $11,989-69.1% | $12,624-70.7% |