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 | $127,678 | $111,754+14.2% | $103,333+23.6% | $145,922-12.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.42% | 24.77%-11.3pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,695 | $4,212-36.0% | $3,868-30.3% | $4,660-42.2% |
| Participant deferral / active EE | $7,232 | $5,619+28.7% | $5,057+43.0% | $6,688+8.1% |
| Admin fee / account holder | $715 | $9,750-92.7% | $8,355-91.4% | $13,397-94.7% |