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 | $126,276 | $118,849+6.2% | $96,562+30.8% | $167,490-24.6% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 15.59% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $13,577 | $3,120+335.2% | $2,356+476.2% | $4,837+180.7% |
| Participant deferral / active EE | $10,571 | $4,616+129.0% | $3,849+174.7% | $6,341+66.7% |
| Admin fee / account holder | $413 | $8,065-94.9% | $6,181-93.3% | $12,309-96.6% |