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 | $131,833 | $117,983+11.7% | $101,794+29.5% | $142,382-7.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.67% | 36.92%-17.2pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,140 | $2,773-22.8% | $2,289-6.5% | $4,299-50.2% |
| Participant deferral / active EE | $3,812 | $4,714-19.1% | $4,084-6.7% | $6,507-41.4% |
| Admin fee / account holder | $9,561 | $10,433-8.4% | $8,777+8.9% | $12,624-24.3% |