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 | $129,752 | $111,814+16.0% | $103,374+25.5% | $145,959-11.1% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,361 | $4,214-20.2% | $3,869-13.1% | $4,661-27.9% |
| Participant deferral / active EE | $7,846 | $5,618+39.7% | $5,058+55.1% | $6,689+17.3% |
| Admin fee / account holder | $2,569 | $9,754-73.7% | $8,394-69.4% | $13,398-80.8% |