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 | $146,883 | $104,251+40.9% | $91,001+61.4% | $147,584-0.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 19.40% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,205 | $3,116-61.3% | $2,456-50.9% | $4,876-75.3% |
| Participant deferral / active EE | $5,610 | $4,195+33.7% | $3,547+58.2% | $5,439+3.2% |
| Admin fee / account holder | $665 | $8,948-92.6% | $5,417-87.7% | $10,885-93.9% |