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 | $150,439 | $112,729+33.5% | $98,716+52.4% | $137,256+9.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 14.38% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,456 | $2,725-9.9% | $2,279+7.8% | $4,156-40.9% |
| Participant deferral / active EE | $4,675 | $4,640+0.7% | $4,048+15.5% | $6,407-27.0% |
| Admin fee / account holder | $1,515 | $10,129-85.0% | $8,703-82.6% | $12,270-87.7% |