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 6-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 | $95,869 | $107,334-10.7% | $92,893+3.2% | $152,861-37.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 25.44% | 145.58%-120.1pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,186 | $4,221-48.2% | $3,653-40.1% | $4,762-54.1% |
| Participant deferral / active EE | $6,977 | $4,845+44.0% | $4,236+64.7% | $5,850+19.3% |
| Admin fee / account holder | $1,634 | $7,079-76.9% | $5,794-71.8% | $11,596-85.9% |