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 | $120,005 | $115,770+3.7% | $101,248+18.5% | $158,922-24.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 17.16% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,053 | $4,175-50.8% | $3,660-43.9% | $4,761-56.9% |
| Participant deferral / active EE | $3,981 | $4,957-19.7% | $4,370-8.9% | $5,982-33.5% |
| Admin fee / account holder | $762 | $7,245-89.5% | $5,945-87.2% | $11,246-93.2% |