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 | $142,348 | $111,754+27.4% | $103,333+37.8% | $145,922-2.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.63% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $11,861 | $4,212+181.6% | $3,868+206.6% | $4,660+154.5% |
| Participant deferral / active EE | $4,515 | $5,619-19.6% | $5,057-10.7% | $6,688-32.5% |
| Admin fee / account holder | $684 | $9,750-93.0% | $8,355-91.8% | $13,397-94.9% |