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 | $141,333 | $105,931+33.4% | $81,930+72.5% | $158,922-11.1% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 16.23% | 38.17%-21.9pp | 29.49%-13.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,573 | $7,800-67.0% | $4,310-40.3% | $4,761-46.0% |
| Participant deferral / active EE | $6,347 | $13,003-51.2% | $7,107-10.7% | $5,982+6.1% |
| Admin fee / account holder | $449 | $8,489-94.7% | $5,158-91.3% | $11,246-96.0% |