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 | $129,643 | $78,672+64.8% | $109,143+18.8% | $85,850+51.0% |
| Participation rate | 70.7% | 68.3%+2.4pp | 75.9%-5.2pp | 69.3%+1.4pp |
| Annual return | 14.64% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,640 | $2,735-40.0% | $3,722-55.9% | $2,565-36.1% |
| Participant deferral / active EE | $2,949 | $3,467-14.9% | $4,653-36.6% | $3,952-25.4% |
| Admin fee / account holder | $2,902 | $5,469-46.9% | $6,752-57.0% | $6,260-53.6% |