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 | $123,802 | $121,625+1.8% | $104,607+18.3% | $158,922-22.1% |
| Participation rate | 81.8% | 77.5%+4.3pp | 74.1%+7.7pp | 82.0%-0.1pp |
| Annual return | 12.08% | 465.26%-453.2pp | 340.46%-328.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,422 | $3,163-55.0% | $2,681-47.0% | $4,761-70.1% |
| Participant deferral / active EE | $3,692 | $4,177-11.6% | $3,740-1.3% | $5,982-38.3% |
| Admin fee / account holder | $927 | $7,787-88.1% | $6,473-85.7% | $11,246-91.8% |