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 | $117,557 | $96,484+21.8% | $75,886+54.9% | $152,861-23.1% |
| Participation rate | 78.6% | 76.2%+2.4pp | 69.3%+9.3pp | 82.4%-3.9pp |
| Annual return | 18.42% | 33.98%-15.6pp | 30.76%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,150 | $3,309-35.0% | $2,500-14.0% | $4,762-54.9% |
| Participant deferral / active EE | $5,323 | $4,553+16.9% | $3,603+47.7% | $5,850-9.0% |
| Admin fee / account holder | $5,170 | $8,078-36.0% | $5,418-4.6% | $11,596-55.4% |