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 | $129,132 | $152,587-15.4% | $125,175+3.2% | $152,861-15.5% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 11.55% | 54.84%-43.3pp | 43.79%-32.2pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,244 | $4,946-54.6% | $3,865-42.0% | $4,762-52.9% |
| Participant deferral / active EE | $4,243 | $5,868-27.7% | $4,937-14.1% | $5,850-27.5% |
| Admin fee / account holder | $948 | $13,434-92.9% | $9,702-90.2% | $11,596-91.8% |