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 | $137,807 | $124,281+10.9% | $109,143+26.3% | $167,490-17.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.35% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,438 | $4,207+29.2% | $3,722+46.1% | $4,837+12.4% |
| Participant deferral / active EE | $6,373 | $5,255+21.3% | $4,653+37.0% | $6,341+0.5% |
| Admin fee / account holder | $878 | $7,970-89.0% | $6,752-87.0% | $12,309-92.9% |