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 | $143,446 | $124,281+15.4% | $109,143+31.4% | $167,490-14.4% |
| Participation rate | 88.2% | 79.4%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 11.54% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,865 | $4,207-31.9% | $3,722-23.0% | $4,837-40.8% |
| Participant deferral / active EE | $8,211 | $5,255+56.2% | $4,653+76.5% | $6,341+29.5% |
| Admin fee / account holder | $719 | $7,970-91.0% | $6,752-89.4% | $12,309-94.2% |