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 | $119,325 | $127,065-6.1% | $113,168+5.4% | $142,382-16.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 17.42% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,525 | $3,442-55.7% | $2,975-48.7% | $4,299-64.5% |
| Participant deferral / active EE | $9,445 | $5,716+65.2% | $5,107+84.9% | $6,507+45.1% |
| Admin fee / account holder | $25,075 | $15,736+59.3% | $12,068+107.8% | $12,624+98.6% |