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 | $143,956 | $115,770+24.3% | $101,248+42.2% | $158,922-9.4% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 16.52% | 56.14%-39.6pp | 46.47%-30.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,362 | $4,175+4.5% | $3,660+19.2% | $4,761-8.4% |
| Participant deferral / active EE | $9,700 | $4,957+95.7% | $4,370+122.0% | $5,982+62.2% |
| Admin fee / account holder | $764 | $7,245-89.5% | $5,945-87.1% | $11,246-93.2% |