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 | $126,544 | $112,881+12.1% | $90,951+39.1% | $158,922-20.4% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 10.89% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,782 | $2,893-38.4% | $2,122-16.0% | $4,761-62.6% |
| Participant deferral / active EE | $4,962 | $4,128+20.2% | $3,373+47.1% | $5,982-17.1% |
| Admin fee / account holder | $8,758 | $8,041+8.9% | $5,959+47.0% | $11,246-22.1% |