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 | $135,369 | $110,257+22.8% | $96,544+40.2% | $139,434-2.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 12.31% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,608 | $3,620-55.6% | $2,965-45.8% | $4,751-66.2% |
| Participant deferral / active EE | $5,135 | $5,548-7.4% | $4,851+5.9% | $6,710-23.5% |
| Admin fee / account holder | $8,043 | $11,591-30.6% | $8,252-2.5% | $11,403-29.5% |