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 | $119,136 | $104,974+13.5% | $95,585+24.6% | $142,382-16.3% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 13.98% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,063 | $2,779+154.2% | $2,527+179.6% | $4,299+64.3% |
| Participant deferral / active EE | $14,610 | $4,352+235.7% | $4,023+263.2% | $6,507+124.5% |
| Admin fee / account holder | $1,438 | $6,386-77.5% | $6,127-76.5% | $12,624-88.6% |