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 5-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 | $122,482 | $111,754+9.6% | $103,333+18.5% | $145,922-16.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 18.13% | 24.77%-6.6pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,726 | $4,212-35.3% | $3,868-29.5% | $4,660-41.5% |
| Participant deferral / active EE | $2,629 | $5,619-53.2% | $5,057-48.0% | $6,688-60.7% |
| Admin fee / account holder | $4,770 | $9,750-51.1% | $8,355-42.9% | $13,397-64.4% |