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 | $127,792 | $121,625+5.1% | $104,607+22.2% | $158,922-19.6% |
| Participation rate | 76.9% | 77.5%-0.6pp | 74.1%+2.8pp | 82.0%-5.0pp |
| Annual return | 12.20% | 465.26%-453.1pp | 340.46%-328.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,759 | $4,177+13.9% | $3,740+27.3% | $5,982-20.4% |
| Admin fee / account holder | $3,076 | $7,787-60.5% | $6,473-52.5% | $11,246-72.7% |