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 | $121,103 | $115,770+4.6% | $101,248+19.6% | $158,922-23.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.98% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,232 | $4,175-70.5% | $3,660-66.3% | $4,761-74.1% |
| Participant deferral / active EE | $1,855 | $4,957-62.6% | $4,370-57.6% | $5,982-69.0% |
| Admin fee / account holder | $903 | $7,245-87.5% | $5,945-84.8% | $11,246-92.0% |