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 | $129,312 | $103,376+25.1% | $87,100+48.5% | $152,861-15.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 15.63% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,274 | $3,220+1.7% | $2,521+29.8% | $4,762-31.3% |
| Participant deferral / active EE | $5,436 | $4,778+13.8% | $4,049+34.3% | $5,850-7.1% |
| Admin fee / account holder | $26,314 | $12,205+115.6% | $7,497+251.0% | $11,596+126.9% |