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 | $130,104 | $111,754+16.4% | $103,333+25.9% | $145,922-10.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.68% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,654 | $4,212-13.3% | $3,868-5.5% | $4,660-21.6% |
| Participant deferral / active EE | $5,550 | $5,619-1.2% | $5,057+9.7% | $6,688-17.0% |
| Admin fee / account holder | $12,186 | $9,750+25.0% | $8,355+45.9% | $13,397-9.0% |