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 | $123,974 | $107,334+15.5% | $92,893+33.5% | $152,861-18.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 16.19% | 145.58%-129.4pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $906 | $4,221-78.5% | $3,653-75.2% | $4,762-81.0% |
| Participant deferral / active EE | $2,991 | $4,845-38.3% | $4,236-29.4% | $5,850-48.9% |
| Admin fee / account holder | $838 | $7,079-88.2% | $5,794-85.5% | $11,596-92.8% |