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 | $148,344 | $118,450+25.2% | $98,439+50.7% | $139,434+6.4% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 13.31% | 18.94%-5.6pp | 21.16%-7.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,052 | $3,609-43.1% | $3,048-32.7% | $4,751-56.8% |
| Participant deferral / active EE | $5,095 | $5,392-5.5% | $4,738+7.5% | $6,710-24.1% |
| Admin fee / account holder | $4,187 | $14,026-70.1% | $8,948-53.2% | $11,403-63.3% |