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 7-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 | $99,501 | $107,334-7.3% | $92,893+7.1% | $152,861-34.9% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 20.07% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,721 | $4,221-59.2% | $3,653-52.9% | $4,762-63.9% |
| Participant deferral / active EE | $2,643 | $4,845-45.5% | $4,236-37.6% | $5,850-54.8% |
| Admin fee / account holder | $854 | $7,079-87.9% | $5,794-85.3% | $11,596-92.6% |