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 | $120,522 | $133,922-10.0% | $116,228+3.7% | $142,382-15.4% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.6%+2.7pp | 80.1%-2.8pp |
| Annual return | 24.09% | 147.76%-123.7pp | 90.06%-66.0pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,145 | $3,446-37.8% | $2,994-28.4% | $4,299-50.1% |
| Participant deferral / active EE | $2,409 | $5,672-57.5% | $4,953-51.4% | $6,507-63.0% |
| Admin fee / account holder | $974 | $14,945-93.5% | $11,989-91.9% | $12,624-92.3% |