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 | $142,346 | $117,381+21.3% | $99,443+43.1% | $152,861-6.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 22.78% | 31.87%-9.1pp | 30.72%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,126 | $3,013-29.4% | $2,540-16.3% | $4,762-55.4% |
| Participant deferral / active EE | $5,632 | $4,086+37.8% | $3,619+55.6% | $5,850-3.7% |
| Admin fee / account holder | $323 | $7,631-95.8% | $6,250-94.8% | $11,596-97.2% |