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 | $129,419 | $98,240+31.7% | $82,313+57.2% | $147,584-12.3% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 20.26% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,271 | $3,192-28.8% | $2,428-6.5% | $4,876-53.4% |
| Participant deferral / active EE | $3,772 | $4,383-13.9% | $3,706+1.8% | $5,439-30.6% |
| Admin fee / account holder | $2,511 | $8,563-70.7% | $5,608-55.2% | $10,885-76.9% |