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 | $116,459 | $99,985+16.5% | $146,665-20.6% | $85,850+35.7% |
| Participation rate | 72.2% | 73.1%-0.8pp | 80.1%-7.8pp | 69.3%+2.9pp |
| Annual return | 22.64% | 18.93%+3.7pp | 22.74%-0.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $1,037 | $2,559-59.5% | $4,136-74.9% | $2,565-59.6% |
| Participant deferral / active EE | $3,646 | $4,006-9.0% | $5,506-33.8% | $3,952-7.7% |
| Admin fee / account holder | $605 | $7,702-92.1% | $10,280-94.1% | $6,260-90.3% |