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 | $129,595 | $102,828+26.0% | $105,387+23.0% | $152,861-15.2% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.6%-9.8pp | 82.4%-9.7pp |
| Annual return | 29.64% | 20.85%+8.8pp | 26.82%+2.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,385 | $4,473-69.0% | $4,213-67.1% | $4,762-70.9% |
| Participant deferral / active EE | $5,676 | $5,465+3.9% | $5,502+3.2% | $5,850-3.0% |
| Admin fee / account holder | $1,072 | $8,683-87.7% | $6,559-83.7% | $11,596-90.8% |