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 | $120,012 | $117,983+1.7% | $101,794+17.9% | $142,382-15.7% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,645 | $2,773-40.7% | $2,289-28.1% | $4,299-61.7% |
| Participant deferral / active EE | $4,594 | $4,714-2.5% | $4,084+12.5% | $6,507-29.4% |
| Admin fee / account holder | $1,426 | $10,433-86.3% | $8,777-83.8% | $12,624-88.7% |