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 | $109,060 | $107,334+1.6% | $92,893+17.4% | $152,861-28.7% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 18.91% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,896 | $4,221-55.1% | $3,653-48.1% | $4,762-60.2% |
| Participant deferral / active EE | $3,662 | $4,845-24.4% | $4,236-13.5% | $5,850-37.4% |
| Admin fee / account holder | $5,377 | $7,079-24.0% | $5,794-7.2% | $11,596-53.6% |