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 | $123,452 | $111,754+10.5% | $103,333+19.5% | $145,922-15.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 22.92% | 24.77%-1.8pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,763 | $4,212-34.4% | $3,868-28.6% | $4,660-40.7% |
| Participant deferral / active EE | $11,848 | $5,619+110.9% | $5,057+134.3% | $6,688+77.2% |
| Admin fee / account holder | $1,181 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |