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 | $154,027 | $127,777+20.5% | $106,548+44.6% | $167,490-8.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 11.45% | 33.87%-22.4pp | 26.80%-15.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,278 | $3,427-4.3% | $2,819+16.3% | $4,837-32.2% |
| Participant deferral / active EE | $10,782 | $5,087+112.0% | $4,398+145.2% | $6,341+70.0% |
| Admin fee / account holder | $13,410 | $11,228+19.4% | $7,407+81.0% | $12,309+8.9% |