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 | $112,123 | $96,965+15.6% | $97,995+14.4% | $147,584-24.0% |
| Participation rate | 91.7% | 83.6%+8.0pp | 82.4%+9.3pp | 82.8%+8.8pp |
| Annual return | 21.58% | 24.11%-2.5pp | 23.94%-2.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,938 | $4,536-35.2% | $4,158-29.3% | $4,876-39.7% |
| Participant deferral / active EE | $7,015 | $5,081+38.1% | $5,097+37.6% | $5,439+29.0% |
| Admin fee / account holder | $416 | $8,120-94.9% | $5,943-93.0% | $10,885-96.2% |