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 | $106,880 | $103,376+3.4% | $87,100+22.7% | $152,861-30.1% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 75.80% | 28.10%+47.7pp | 28.19%+47.6pp | 345.32%-269.5pp |
| Employer contribution / active EE | $2,707 | $3,220-15.9% | $2,521+7.4% | $4,762-43.2% |
| Participant deferral / active EE | $6,721 | $4,778+40.7% | $4,049+66.0% | $5,850+14.9% |
| Admin fee / account holder | $1,976 | $12,205-83.8% | $7,497-73.6% | $11,596-83.0% |