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 | $142,311 | $209,336-32.0% | $197,124-27.8% | $137,256+3.7% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 15.55% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,895 | $6,591-56.1% | $6,227-53.5% | $4,156-30.3% |
| Participant deferral / active EE | $7,252 | $9,614-24.6% | $9,135-20.6% | $6,407+13.2% |
| Admin fee / account holder | $1,263 | $17,308-92.7% | $16,298-92.2% | $12,270-89.7% |