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 | $136,355 | $133,922+1.8% | $116,228+17.3% | $142,382-4.2% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 11.85% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,859 | $3,446-46.1% | $2,994-37.9% | $4,299-56.8% |
| Participant deferral / active EE | $2,607 | $5,672-54.0% | $4,953-47.4% | $6,507-59.9% |
| Admin fee / account holder | $29,727 | $14,945+98.9% | $11,989+147.9% | $12,624+135.5% |