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 | $131,174 | $117,841+11.3% | $102,423+28.1% | $145,922-10.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.07% | 31.65%-14.6pp | 29.32%-12.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,313 | $3,615-63.7% | $3,023-56.6% | $4,660-71.8% |
| Participant deferral / active EE | $3,622 | $5,731-36.8% | $5,053-28.3% | $6,688-45.8% |
| Admin fee / account holder | $2,548 | $13,326-80.9% | $9,451-73.0% | $13,397-81.0% |