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 | $120,411 | $118,450+1.7% | $98,439+22.3% | $139,434-13.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 11.43% | 18.94%-7.5pp | 21.16%-9.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $9,200 | $3,609+154.9% | $3,048+201.8% | $4,751+93.7% |
| Participant deferral / active EE | $1,788 | $5,392-66.8% | $4,738-62.3% | $6,710-73.4% |
| Admin fee / account holder | $7,397 | $14,026-47.3% | $8,948-17.3% | $11,403-35.1% |