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 | $125,576 | $118,680+5.8% | $98,907+27.0% | $158,922-21.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 14.56% | 372.35%-357.8pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,515 | $3,333-54.5% | $2,689-43.7% | $4,761-68.2% |
| Participant deferral / active EE | $3,153 | $5,088-38.0% | $4,244-25.7% | $5,982-47.3% |
| Admin fee / account holder | $548 | $10,131-94.6% | $6,642-91.7% | $11,246-95.1% |