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 | $155,326 | $232,540-33.2% | $185,117-16.1% | $147,584+5.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 17.81% | 43.03%-25.2pp | 40.50%-22.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,796 | $5,195-7.7% | $4,182+14.7% | $4,876-1.7% |
| Participant deferral / active EE | $5,107 | $5,834-12.5% | $5,045+1.2% | $5,439-6.1% |
| Admin fee / account holder | $1,307 | $10,275-87.3% | $8,159-84.0% | $10,885-88.0% |