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 | $127,983 | $124,425+2.9% | $112,040+14.2% | $137,256-6.8% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 16.22% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $861 | $3,411-74.8% | $2,954-70.8% | $4,156-79.3% |
| Participant deferral / active EE | $6,761 | $5,718+18.2% | $5,098+32.6% | $6,407+5.5% |
| Admin fee / account holder | $466 | $15,207-96.9% | $12,098-96.1% | $12,270-96.2% |