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 | $127,790 | $106,515+20.0% | $96,683+32.2% | $139,434-8.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 21.89% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,151 | $4,103-47.6% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $6,940 | $5,454+27.3% | $4,878+42.3% | $6,710+3.4% |
| Admin fee / account holder | $10,675 | $7,877+35.5% | $6,730+58.6% | $11,403-6.4% |