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 | $111,957 | $107,334+4.3% | $92,893+20.5% | $152,861-26.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 22.59% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,291 | $4,221-69.4% | $3,653-64.7% | $4,762-72.9% |
| Participant deferral / active EE | $3,983 | $4,845-17.8% | $4,236-6.0% | $5,850-31.9% |
| Admin fee / account holder | $2,039 | $7,079-71.2% | $5,794-64.8% | $11,596-82.4% |