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 | $128,081 | $97,125+31.9% | $86,233+48.5% | $137,256-6.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 17.42% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,201 | $2,841-57.7% | $2,504-52.1% | $4,156-71.1% |
| Participant deferral / active EE | $1,901 | $5,180-63.3% | $4,559-58.3% | $6,407-70.3% |
| Admin fee / account holder | $969 | $9,725-90.0% | $8,342-88.4% | $12,270-92.1% |