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 | $141,265 | $106,515+32.6% | $96,683+46.1% | $139,434+1.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 14.69% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,333 | $4,103-18.8% | $3,737-10.8% | $4,751-29.9% |
| Participant deferral / active EE | $5,106 | $5,454-6.4% | $4,878+4.7% | $6,710-23.9% |
| Admin fee / account holder | $4,948 | $7,877-37.2% | $6,730-26.5% | $11,403-56.6% |