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 | $127,639 | $107,452+18.8% | $91,541+39.4% | $142,382-10.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 10.94% | 22.06%-11.1pp | 20.50%-9.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,749 | $2,994-41.6% | $2,505-30.2% | $4,299-59.3% |
| Participant deferral / active EE | $4,600 | $4,754-3.2% | $4,008+14.8% | $6,507-29.3% |
| Admin fee / account holder | $9,307 | $8,834+5.4% | $6,956+33.8% | $12,624-26.3% |