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 | $104,958 | $104,9070% | $84,611+24.0% | $152,861-31.3% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 28.01% | 373.79%-345.8pp | 258.74%-230.7pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,304 | $3,302-60.5% | $2,652-50.8% | $4,762-72.6% |
| Participant deferral / active EE | $4,514 | $4,688-3.7% | $3,899+15.8% | $5,850-22.8% |
| Admin fee / account holder | $5,374 | $6,241-13.9% | $4,912+9.4% | $11,596-53.7% |