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 | $131,379 | $115,882+13.4% | $100,516+30.7% | $158,922-17.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 21.51% | 34.79%-13.3pp | 30.89%-9.4pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,154 | $4,103-23.1% | $3,418-7.7% | $4,761-33.8% |
| Participant deferral / active EE | $7,614 | $6,674+14.1% | $6,270+21.4% | $5,982+27.3% |
| Admin fee / account holder | $527 | $10,995-95.2% | $8,081-93.5% | $11,246-95.3% |