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 | $125,564 | $97,125+29.3% | $86,233+45.6% | $137,256-8.5% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 11.22% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,914 | $2,841-32.6% | $2,504-23.6% | $4,156-53.9% |
| Participant deferral / active EE | $3,870 | $5,180-25.3% | $4,559-15.1% | $6,407-39.6% |
| Admin fee / account holder | $834 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |