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 | $139,301 | $106,584+30.7% | $101,326+37.5% | $142,382-2.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 20.46% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,075 | $3,956-22.3% | $3,665-16.1% | $4,299-28.5% |
| Participant deferral / active EE | $5,982 | $8,297-27.9% | $7,994-25.2% | $6,507-8.1% |
| Admin fee / account holder | $2,032 | $11,446-82.2% | $11,185-81.8% | $12,624-83.9% |