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 | $138,812 | $104,251+33.2% | $91,001+52.5% | $147,584-5.9% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | 16.06% | 27.06%-11.0pp | 4.60%+11.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,353 | $3,116-56.6% | $2,456-44.9% | $4,876-72.2% |
| Participant deferral / active EE | $5,796 | $4,195+38.2% | $3,547+63.4% | $5,439+6.6% |
| Admin fee / account holder | $1,197 | $8,948-86.6% | $5,417-77.9% | $10,885-89.0% |