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 | $125,244 | $118,680+5.5% | $98,907+26.6% | $158,922-21.2% |
| Participation rate | 70.8% | 77.8%-7.0pp | 76.0%-5.2pp | 82.0%-11.1pp |
| Annual return | 18.89% | 372.35%-353.5pp | 196.43%-177.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,624 | $3,333-51.3% | $2,689-39.6% | $4,761-65.9% |
| Participant deferral / active EE | $2,611 | $5,088-48.7% | $4,244-38.5% | $5,982-56.3% |
| Admin fee / account holder | $1,132 | $10,131-88.8% | $6,642-82.9% | $11,246-89.9% |