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 | $130,912 | $179,726-27.2% | $156,263-16.2% | $142,382-8.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 19.59% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,926 | $5,069-42.3% | $4,333-32.5% | $4,299-31.9% |
| Participant deferral / active EE | $6,243 | $6,956-10.3% | $6,158+1.4% | $6,507-4.1% |
| Admin fee / account holder | $947 | $17,272-94.5% | $14,255-93.4% | $12,624-92.5% |