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 | $117,273 | $115,770+1.3% | $101,248+15.8% | $158,922-26.2% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 13.52% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,522 | $4,175-63.5% | $3,660-58.4% | $4,761-68.0% |
| Participant deferral / active EE | $5,314 | $4,957+7.2% | $4,370+21.6% | $5,982-11.2% |
| Admin fee / account holder | $724 | $7,245-90.0% | $5,945-87.8% | $11,246-93.6% |