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 | $129,681 | $115,770+12.0% | $101,248+28.1% | $158,922-18.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 15.30% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,560 | $4,175-62.6% | $3,660-57.4% | $4,761-67.2% |
| Participant deferral / active EE | $10,685 | $4,957+115.5% | $4,370+144.5% | $5,982+78.6% |
| Admin fee / account holder | $1,124 | $7,245-84.5% | $5,945-81.1% | $11,246-90.0% |