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 | $126,180 | $106,515+18.5% | $96,683+30.5% | $139,434-9.5% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 16.99% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,412 | $4,103+7.5% | $3,737+18.1% | $4,751-7.1% |
| Participant deferral / active EE | $4,107 | $5,454-24.7% | $4,878-15.8% | $6,710-38.8% |
| Admin fee / account holder | $1,305 | $7,877-83.4% | $6,730-80.6% | $11,403-88.6% |