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 | $127,646 | $118,427+7.8% | $66,042+93.3% | $142,382-10.4% |
| Participation rate | 86.7% | 68.1%+18.5pp | 67.5%+19.2pp | 80.1%+6.5pp |
| Annual return | 20.59% | 35.57%-15.0pp | 52.11%-31.5pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,087 | $2,570-18.8% | $1,579+32.1% | $4,299-51.5% |
| Participant deferral / active EE | $3,583 | $4,311-16.9% | $2,835+26.4% | $6,507-44.9% |
| Admin fee / account holder | $1,914 | $9,593-80.1% | $5,747-66.7% | $12,624-84.8% |