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 | $111,415 | $94,031+18.5% | $115,768-3.8% | $82,448+35.1% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.4%+3.9pp | 68.1%+10.2pp |
| Annual return | 13.81% | 20.61%-6.8pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,887 | $2,323-18.8% | $2,940-35.8% | $2,551-26.0% |
| Participant deferral / active EE | $3,998 | $3,972+0.7% | $4,917-18.7% | $4,139-3.4% |
| Admin fee / account holder | $7,184 | $10,249-29.9% | $12,439-42.2% | $7,234-0.7% |