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 9-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 | $136,190 | $111,814+21.8% | $103,374+31.7% | $145,959-6.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 14.48% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,565 | $4,214-39.1% | $3,869-33.7% | $4,661-45.0% |
| Participant deferral / active EE | $10,452 | $5,618+86.0% | $5,058+106.6% | $6,689+56.3% |
| Admin fee / account holder | $1,110 | $9,754-88.6% | $8,394-86.8% | $13,398-91.7% |