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 | $141,620 | $115,770+22.3% | $101,248+39.9% | $158,922-10.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 28.56% | 56.14%-27.6pp | 46.47%-17.9pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,299 | $4,175-68.9% | $3,660-64.5% | $4,761-72.7% |
| Participant deferral / active EE | $6,077 | $4,957+22.6% | $4,370+39.1% | $5,982+1.6% |
| Admin fee / account holder | $803 | $7,245-88.9% | $5,945-86.5% | $11,246-92.9% |