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 | $121,025 | $112,881+7.2% | $90,951+33.1% | $158,922-23.8% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 16.33% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,092 | $2,893-27.7% | $2,122-1.4% | $4,761-56.1% |
| Participant deferral / active EE | $3,837 | $4,128-7.0% | $3,373+13.7% | $5,982-35.9% |
| Admin fee / account holder | $457 | $8,041-94.3% | $5,959-92.3% | $11,246-95.9% |