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 | $144,957 | $132,239+9.6% | $105,722+37.1% | $273,961-47.1% |
| Participation rate | 78.6% | 83.2%-4.6pp | 78.9%-0.3pp | 83.0%-4.4pp |
| Annual return | 5.28% | 10.07%-4.8pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,014 | $4,867-58.6% | $4,079-50.6% | $4,869-58.6% |
| Participant deferral / active EE | $2,417 | $6,233-61.2% | $5,326-54.6% | $5,287-54.3% |
| Admin fee / account holder | $497 | $12,032-95.9% | $8,308-94.0% | $10,132-95.1% |