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 | $119,628 | $112,881+6.0% | $90,951+31.5% | $158,922-24.7% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 16.98% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,384 | $2,893+17.0% | $2,122+59.5% | $4,761-28.9% |
| Participant deferral / active EE | $2,649 | $4,128-35.8% | $3,373-21.5% | $5,982-55.7% |
| Admin fee / account holder | $3,941 | $8,041-51.0% | $5,959-33.9% | $11,246-65.0% |