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 | $134,812 | $96,965+39.0% | $97,995+37.6% | $147,584-8.7% |
| Participation rate | 77.8% | 83.6%-5.8pp | 82.4%-4.6pp | 82.8%-5.1pp |
| Annual return | 20.25% | 24.11%-3.9pp | 23.94%-3.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,237 | $4,536-50.7% | $4,158-46.2% | $4,876-54.1% |
| Participant deferral / active EE | $2,734 | $5,081-46.2% | $5,097-46.4% | $5,439-49.7% |
| Admin fee / account holder | $1,766 | $8,120-78.2% | $5,943-70.3% | $10,885-83.8% |