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 | $81,877 | $104,974-22.0% | $95,585-14.3% | $142,382-42.5% |
| Participation rate | 73.3% | 75.0%-1.6pp | 72.1%+1.3pp | 80.1%-6.8pp |
| Annual return | 16.30% | 210.33%-194.0pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,269 | $2,779+53.6% | $2,527+69.0% | $4,299-0.7% |
| Participant deferral / active EE | $8,959 | $4,352+105.9% | $4,023+122.7% | $6,507+37.7% |
| Admin fee / account holder | $1,089 | $6,386-83.0% | $6,127-82.2% | $12,624-91.4% |