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 | $140,937 | $114,381+23.2% | $107,525+31.1% | $142,382-1.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 17.56% | 242.71%-225.1pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,215 | $4,015+5.0% | $3,754+12.3% | $4,299-1.9% |
| Participant deferral / active EE | $14,746 | $5,564+165.0% | $5,116+188.3% | $6,507+126.6% |
| Admin fee / account holder | $2,092 | $9,860-78.8% | $8,919-76.5% | $12,624-83.4% |