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 | $94,625+17.7% | $116,228-4.1% | $84,808+31.4% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.6%+3.7pp | 68.3%+9.9pp |
| Annual return | 13.81% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,887 | $2,347-19.6% | $2,994-37.0% | $2,631-28.3% |
| Participant deferral / active EE | $3,998 | $3,972+0.7% | $4,953-19.3% | $4,212-5.1% |
| Admin fee / account holder | $7,184 | $10,091-28.8% | $11,989-40.1% | $7,344-2.2% |