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 | $144,669 | $117,841+22.8% | $102,423+41.2% | $145,922-0.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 11.43% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,304 | $3,615-63.9% | $3,023-56.9% | $4,660-72.0% |
| Participant deferral / active EE | $3,809 | $5,731-33.5% | $5,053-24.6% | $6,688-43.0% |
| Admin fee / account holder | $5,888 | $13,326-55.8% | $9,451-37.7% | $13,397-56.1% |