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 | $116,550 | $102,966+13.2% | $90,281+29.1% | $152,861-23.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 10.76% | 95.16%-84.4pp | 78.10%-67.3pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,510 | $3,139-51.9% | $2,854-47.1% | $4,762-68.3% |
| Participant deferral / active EE | $2,031 | $4,281-52.6% | $3,885-47.7% | $5,850-65.3% |
| Admin fee / account holder | $2,838 | $6,171-54.0% | $5,351-47.0% | $11,596-75.5% |