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 | $140,414 | $129,217+8.7% | $93,406+50.3% | $158,922-11.6% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 17.97% | 118.21%-100.2pp | 78.05%-60.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $889 | $2,711-67.2% | $2,075-57.2% | $4,761-81.3% |
| Participant deferral / active EE | $3,393 | $3,909-13.2% | $3,126+8.6% | $5,982-43.3% |
| Admin fee / account holder | $646 | $7,383-91.2% | $5,230-87.6% | $11,246-94.3% |