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 | $139,705 | $91,037+53.5% | $71,671+94.9% | $147,584-5.3% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 26.53% | 20.48%+6.1pp | 20.65%+5.9pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,813 | $3,327-45.5% | $2,460-26.3% | $4,876-62.8% |
| Participant deferral / active EE | $4,283 | $4,498-4.8% | $3,438+24.6% | $5,439-21.3% |
| Admin fee / account holder | $1,667 | $8,613-80.6% | $5,558-70.0% | $10,885-84.7% |