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 | $127,325 | $105,931+20.2% | $81,930+55.4% | $158,922-19.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 17.80% | 38.17%-20.4pp | 29.49%-11.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,546 | $7,800-54.5% | $4,310-17.7% | $4,761-25.5% |
| Participant deferral / active EE | $5,891 | $13,003-54.7% | $7,107-17.1% | $5,982-1.5% |
| Admin fee / account holder | $762 | $8,489-91.0% | $5,158-85.2% | $11,246-93.2% |