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 | $119,747 | $148,978-19.6% | $200,582-40.3% | $84,808+41.2% |
| Participation rate | 82.4% | 84.2%-1.9pp | 86.9%-4.5pp | 68.3%+14.0pp |
| Annual return | 39.52% | 28.16%+11.4pp | 42.33%-2.8pp | 40.90%-1.4pp |
| Employer contribution / active EE | $2,501 | $4,815-48.1% | $6,419-61.0% | $2,631-4.9% |
| Participant deferral / active EE | $7,266 | $7,142+1.7% | $9,331-22.1% | $4,212+72.5% |
| Admin fee / account holder | $2,331 | $13,977-83.3% | $16,305-85.7% | $7,344-68.3% |