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 6-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 | $132,308 | $111,754+18.4% | $103,333+28.0% | $145,922-9.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.22% | 24.77%-11.5pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,898 | $4,212-55.0% | $3,868-50.9% | $4,660-59.3% |
| Participant deferral / active EE | $5,305 | $5,619-5.6% | $5,057+4.9% | $6,688-20.7% |
| Admin fee / account holder | $429 | $9,750-95.6% | $8,355-94.9% | $13,397-96.8% |