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 7-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 | $128,195 | $112,096+14.4% | $95,952+33.6% | $158,922-19.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.94% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,652 | $3,198-48.3% | $2,541-35.0% | $4,761-65.3% |
| Participant deferral / active EE | $2,310 | $4,784-51.7% | $4,167-44.6% | $5,982-61.4% |
| Admin fee / account holder | $751 | $10,130-92.6% | $6,795-89.0% | $11,246-93.3% |