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 | $139,693 | $118,450+17.9% | $98,439+41.9% | $139,434+0.2% |
| Participation rate | 76.9% | 77.4%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 11.81% | 18.94%-7.1pp | 21.16%-9.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,085 | $3,609-69.9% | $3,048-64.4% | $4,751-77.2% |
| Participant deferral / active EE | $2,760 | $5,392-48.8% | $4,738-41.8% | $6,710-58.9% |
| Admin fee / account holder | $16,155 | $14,026+15.2% | $8,948+80.6% | $11,403+41.7% |