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 | $104,974+22.1% | $95,585+34.1% | $142,382-10.0% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.1%+1.6pp | 80.1%-6.4pp |
| Annual return | 11.05% | 210.33%-199.3pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $895 | $2,779-67.8% | $2,527-64.6% | $4,299-79.2% |
| Participant deferral / active EE | $2,183 | $4,352-49.8% | $4,023-45.7% | $6,507-66.5% |
| Admin fee / account holder | $1,099 | $6,386-82.8% | $6,127-82.1% | $12,624-91.3% |