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 | $150,801 | $127,777+18.0% | $106,548+41.5% | $167,490-10.0% |
| Participation rate | 84.2% | 78.3%+5.9pp | 76.1%+8.1pp | 82.1%+2.1pp |
| Annual return | 20.42% | 33.87%-13.4pp | 26.80%-6.4pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,062 | $3,427-10.6% | $2,819+8.6% | $4,837-36.7% |
| Participant deferral / active EE | $10,582 | $5,087+108.0% | $4,398+140.6% | $6,341+66.9% |
| Admin fee / account holder | $5,506 | $11,228-51.0% | $7,407-25.7% | $12,309-55.3% |