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 | $133,864 | $111,754+19.8% | $103,333+29.5% | $145,922-8.3% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 12.98% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,206 | $4,212-47.6% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $7,478 | $5,619+33.1% | $5,057+47.9% | $6,688+11.8% |
| Admin fee / account holder | $8,997 | $9,750-7.7% | $8,355+7.7% | $13,397-32.8% |