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 | $196,242 | $210,648-6.8% | $177,989+10.3% | $145,922+34.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 13.21% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,120 | $4,565-9.7% | $3,949+4.3% | $4,660-11.6% |
| Participant deferral / active EE | $4,542 | $6,958-34.7% | $6,276-27.6% | $6,688-32.1% |
| Admin fee / account holder | $1,133 | $12,013-90.6% | $10,363-89.1% | $13,397-91.5% |