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 | $138,565 | $124,319+11.5% | $111,297+24.5% | $167,490-17.3% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 12.51% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,804 | $3,435+10.7% | $2,731+39.3% | $4,837-21.4% |
| Participant deferral / active EE | $5,990 | $5,180+15.6% | $4,487+33.5% | $6,341-5.5% |
| Admin fee / account holder | $438 | $10,618-95.9% | $7,964-94.5% | $12,309-96.4% |