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 | $117,993 | $117,841+0.1% | $102,423+15.2% | $145,922-19.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.85% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,093 | $3,615-14.4% | $3,023+2.3% | $4,660-33.6% |
| Participant deferral / active EE | $8,589 | $5,731+49.9% | $5,053+70.0% | $6,688+28.4% |
| Admin fee / account holder | $17,396 | $13,326+30.5% | $9,451+84.1% | $13,397+29.9% |