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 | $148,287 | $163,101-9.1% | $136,749+8.4% | $142,382+4.1% |
| Participation rate | 89.5% | 78.2%+11.3pp | 72.1%+17.3pp | 80.1%+9.4pp |
| Annual return | 12.81% | 27.54%-14.7pp | 24.33%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,992 | $4,117-51.6% | $3,400-41.4% | $4,299-53.7% |
| Participant deferral / active EE | $3,562 | $5,585-36.2% | $4,692-24.1% | $6,507-45.3% |
| Admin fee / account holder | $6,328 | $14,318-55.8% | $11,386-44.4% | $12,624-49.9% |