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 | $133,997 | $104,907+27.7% | $84,611+58.4% | $152,861-12.3% |
| Participation rate | 76.5% | 74.8%+1.6pp | 68.2%+8.2pp | 82.4%-6.0pp |
| Annual return | 24.94% | 373.79%-348.9pp | 258.74%-233.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,715 | $3,302-48.1% | $2,652-35.3% | $4,762-64.0% |
| Participant deferral / active EE | $5,606 | $4,688+19.6% | $3,899+43.8% | $5,850-4.2% |
| Admin fee / account holder | $6,053 | $6,241-3.0% | $4,912+23.2% | $11,596-47.8% |