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 | $132,142 | $124,319+6.3% | $111,297+18.7% | $167,490-21.1% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 10.66% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,262 | $3,435-34.2% | $2,731-17.2% | $4,837-53.2% |
| Participant deferral / active EE | $4,758 | $5,180-8.1% | $4,487+6.0% | $6,341-25.0% |
| Admin fee / account holder | $786 | $10,618-92.6% | $7,964-90.1% | $12,309-93.6% |