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 | $126,577 | $118,849+6.5% | $96,562+31.1% | $167,490-24.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 21.08% | 50.49%-29.4pp | 37.78%-16.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,011 | $3,120-67.6% | $2,356-57.1% | $4,837-79.1% |
| Participant deferral / active EE | $2,347 | $4,616-49.1% | $3,849-39.0% | $6,341-63.0% |
| Admin fee / account holder | $1,939 | $8,065-76.0% | $6,181-68.6% | $12,309-84.2% |