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 | $146,907 | $124,281+18.2% | $109,143+34.6% | $167,490-12.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 9.94% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,354 | $4,207-67.8% | $3,722-63.6% | $4,837-72.0% |
| Participant deferral / active EE | $5,147 | $5,255-2.1% | $4,653+10.6% | $6,341-18.8% |
| Admin fee / account holder | $24,764 | $7,970+210.7% | $6,752+266.8% | $12,309+101.2% |