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 | $121,200 | $117,841+2.9% | $102,423+18.3% | $145,922-16.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.80% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,590 | $3,615-28.3% | $3,023-14.3% | $4,660-44.4% |
| Participant deferral / active EE | $8,971 | $5,731+56.5% | $5,053+77.5% | $6,688+34.1% |
| Admin fee / account holder | $516 | $13,326-96.1% | $9,451-94.5% | $13,397-96.2% |