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 | $125,668 | $105,126+19.5% | $94,646+32.8% | $139,434-9.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 14.17% | 38.03%-23.9pp | 156.71%-142.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,523 | $4,106-14.2% | $3,672-4.1% | $4,751-25.9% |
| Participant deferral / active EE | $7,331 | $7,599-3.5% | $7,418-1.2% | $6,710+9.3% |
| Admin fee / account holder | $941 | $8,984-89.5% | $7,231-87.0% | $11,403-91.7% |