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 | $139,493 | $111,754+24.8% | $103,333+35.0% | $145,922-4.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 9.31% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,839 | $4,212-56.3% | $3,868-52.5% | $4,660-60.5% |
| Participant deferral / active EE | $2,292 | $5,619-59.2% | $5,057-54.7% | $6,688-65.7% |
| Admin fee / account holder | $1,182 | $9,750-87.9% | $8,355-85.8% | $13,397-91.2% |