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 | $120,302 | $108,172+11.2% | $77,482+55.3% | $158,922-24.3% |
| Participation rate | 86.7% | 64.4%+22.2pp | 54.2%+32.5pp | 82.0%+4.7pp |
| Annual return | 9.40% | 31.67%-22.3pp | 54.79%-45.4pp | 302.83%-293.4pp |
| Employer contribution / active EE | $725 | $1,325-45.3% | $986-26.5% | $4,761-84.8% |
| Participant deferral / active EE | $5,191 | $2,456+111.3% | $1,861+178.9% | $5,982-13.2% |
| Admin fee / account holder | $2,188 | $3,708-41.0% | $2,858-23.4% | $11,246-80.5% |