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 | $130,644 | $117,381+11.3% | $99,443+31.4% | $152,861-14.5% |
| Participation rate | 94.7% | 77.5%+17.2pp | 73.8%+20.9pp | 82.4%+12.3pp |
| Annual return | 18.84% | 31.87%-13.0pp | 30.72%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,291 | $3,013-23.9% | $2,540-9.8% | $4,762-51.9% |
| Participant deferral / active EE | $3,450 | $4,086-15.6% | $3,619-4.7% | $5,850-41.0% |
| Admin fee / account holder | $621 | $7,631-91.9% | $6,250-90.1% | $11,596-94.6% |