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 | $131,768 | $142,405-7.5% | $115,157+14.4% | $152,861-13.8% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 20.67% | 41.48%-20.8pp | 35.60%-14.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,861 | $4,010-28.6% | $3,179-10.0% | $4,762-39.9% |
| Participant deferral / active EE | $5,435 | $5,164+5.2% | $4,168+30.4% | $5,850-7.1% |
| Admin fee / account holder | $1,124 | $8,462-86.7% | $7,088-84.1% | $11,596-90.3% |