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 | $122,593 | $112,729+8.7% | $98,716+24.2% | $137,256-10.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 13.23% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,368 | $2,725-49.8% | $2,279-40.0% | $4,156-67.1% |
| Participant deferral / active EE | $11,028 | $4,640+137.7% | $4,048+172.5% | $6,407+72.1% |
| Admin fee / account holder | $3,333 | $10,129-67.1% | $8,703-61.7% | $12,270-72.8% |