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 | $124,314 | $97,044+28.1% | $83,333+49.2% | $135,375-8.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 20.49% | 12.31%+8.2pp | 10.63%+9.9pp | 519.73%-499.2pp |
| Employer contribution / active EE | $2,980 | $4,143-28.1% | $3,379-11.8% | $4,779-37.6% |
| Participant deferral / active EE | $2,119 | $5,964-64.5% | $5,565-61.9% | $5,609-62.2% |
| Admin fee / account holder | $1,591 | $8,380-81.0% | $7,510-78.8% | $10,827-85.3% |