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 | $132,975 | $112,729+18.0% | $98,716+34.7% | $137,256-3.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.22% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,163 | $2,725-20.6% | $2,279-5.1% | $4,156-47.9% |
| Participant deferral / active EE | $5,015 | $4,640+8.1% | $4,048+23.9% | $6,407-21.7% |
| Admin fee / account holder | $8,163 | $10,129-19.4% | $8,703-6.2% | $12,270-33.5% |