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 | $131,328 | $117,841+11.4% | $102,423+28.2% | $145,922-10.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 13.16% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,486 | $3,615-58.9% | $3,023-50.9% | $4,660-68.1% |
| Participant deferral / active EE | $6,638 | $5,731+15.8% | $5,053+31.4% | $6,688-0.7% |
| Admin fee / account holder | $1,774 | $13,326-86.7% | $9,451-81.2% | $13,397-86.8% |