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 | $133,473 | $88,672+50.5% | $105,223+26.8% | $82,448+61.9% |
| Participation rate | 79.5% | 67.9%+11.6pp | 75.0%+4.4pp | 68.1%+11.4pp |
| Annual return | 14.14% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,779 | $3,048-8.8% | $3,689-24.7% | $2,551+9.0% |
| Participant deferral / active EE | $5,210 | $4,036+29.1% | $5,072+2.7% | $4,139+25.9% |
| Admin fee / account holder | $5,893 | $7,146-17.5% | $8,859-33.5% | $7,234-18.5% |