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 | $143,162 | $177,572-19.4% | $154,803-7.5% | $142,382+0.5% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 12.61% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,787 | $4,810-42.1% | $4,305-35.3% | $4,299-35.2% |
| Participant deferral / active EE | $5,745 | $6,272-8.4% | $5,540+3.7% | $6,507-11.7% |
| Admin fee / account holder | $819 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |