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 | $125,737 | $115,882+8.5% | $100,516+25.1% | $158,922-20.9% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 20.96% | 34.79%-13.8pp | 30.89%-9.9pp | 302.83%-281.9pp |
| Employer contribution / active EE | $847 | $4,103-79.3% | $3,418-75.2% | $4,761-82.2% |
| Participant deferral / active EE | $9,335 | $6,674+39.9% | $6,270+48.9% | $5,982+56.1% |
| Admin fee / account holder | $1,122 | $10,995-89.8% | $8,081-86.1% | $11,246-90.0% |