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 | $143,345 | $179,726-20.2% | $156,263-8.3% | $142,382+0.7% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 14.32% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,132 | $5,069-38.2% | $4,333-27.7% | $4,299-27.1% |
| Participant deferral / active EE | $7,283 | $6,956+4.7% | $6,158+18.3% | $6,507+11.9% |
| Admin fee / account holder | $2,082 | $17,272-87.9% | $14,255-85.4% | $12,624-83.5% |