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 | $124,092 | $118,849+4.4% | $96,562+28.5% | $167,490-25.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 18.72% | 50.49%-31.8pp | 37.78%-19.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,562 | $3,120-49.9% | $2,356-33.7% | $4,837-67.7% |
| Participant deferral / active EE | $3,000 | $4,616-35.0% | $3,849-22.1% | $6,341-52.7% |
| Admin fee / account holder | $894 | $8,065-88.9% | $6,181-85.5% | $12,309-92.7% |