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 | $140,089 | $162,781-13.9% | $133,956+4.6% | $158,922-11.9% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 7.87% | 41.94%-34.1pp | 45.09%-37.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,906 | $5,911-67.7% | $5,048-62.2% | $5,982-68.1% |
| Admin fee / account holder | $3,032 | $11,736-74.2% | $8,927-66.0% | $11,246-73.0% |