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 | $147,856 | $101,724+45.3% | $164,813-10.3% | $80,856+82.9% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 10.95% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,331 | $2,953+12.8% | $4,341-23.3% | $2,755+20.9% |
| Participant deferral / active EE | $5,466 | $4,477+22.1% | $6,031-9.4% | $4,296+27.2% |
| Admin fee / account holder | $6,168 | $8,227-25.0% | $12,690-51.4% | $6,918-10.8% |