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 | $124,997 | $104,974+19.1% | $95,585+30.8% | $142,382-12.2% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 12.78% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,912 | $2,779-31.2% | $2,527-24.3% | $4,299-55.5% |
| Participant deferral / active EE | $3,536 | $4,352-18.8% | $4,023-12.1% | $6,507-45.7% |
| Admin fee / account holder | $1,000 | $6,386-84.3% | $6,127-83.7% | $12,624-92.1% |