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 | $138,796 | $138,347+0.3% | $184,203-24.7% | $80,856+71.7% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 24.93% | 20.02%+4.9pp | 28.81%-3.9pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,747 | $4,850-43.4% | $6,427-57.3% | $2,755-0.3% |
| Participant deferral / active EE | $6,050 | $7,071-14.4% | $9,131-33.7% | $4,296+40.8% |
| Admin fee / account holder | $679 | $10,483-93.5% | $13,901-95.1% | $6,918-90.2% |