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 | $128,155 | $106,515+20.3% | $96,683+32.6% | $139,434-8.1% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 14.79% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,795 | $4,103-56.3% | $3,737-52.0% | $4,751-62.2% |
| Participant deferral / active EE | $4,362 | $5,454-20.0% | $4,878-10.6% | $6,710-35.0% |
| Admin fee / account holder | $1,592 | $7,877-79.8% | $6,730-76.3% | $11,403-86.0% |