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 | $134,788 | $117,381+14.8% | $99,443+35.5% | $152,861-11.8% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.4%-3.9pp |
| Annual return | 27.56% | 31.87%-4.3pp | 30.72%-3.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,318 | $3,013-56.2% | $2,540-48.1% | $4,762-72.3% |
| Participant deferral / active EE | $3,670 | $4,086-10.2% | $3,619+1.4% | $5,850-37.3% |
| Admin fee / account holder | $742 | $7,631-90.3% | $6,250-88.1% | $11,596-93.6% |