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 | $128,153 | $101,618+26.1% | $93,063+37.7% | $137,256-6.6% |
| Participation rate | 73.7% | 74.9%-1.3pp | 72.1%+1.6pp | 80.0%-6.3pp |
| Annual return | 11.05% | 223.95%-212.9pp | 34.15%-23.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $895 | $2,707-67.0% | $2,476-63.9% | $4,156-78.5% |
| Participant deferral / active EE | $2,183 | $4,279-49.0% | $3,958-44.8% | $6,407-65.9% |
| Admin fee / account holder | $1,099 | $6,198-82.3% | $6,033-81.8% | $12,270-91.0% |