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 | $121,027 | $118,450+2.2% | $98,439+22.9% | $139,434-13.2% |
| Participation rate | 78.6% | 77.4%+1.1pp | 75.2%+3.4pp | 80.3%-1.7pp |
| Annual return | 14.78% | 18.94%-4.2pp | 21.16%-6.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,164 | $3,609-12.3% | $3,048+3.8% | $4,751-33.4% |
| Participant deferral / active EE | $7,706 | $5,392+42.9% | $4,738+62.7% | $6,710+14.8% |
| Admin fee / account holder | $34,468 | $14,026+145.7% | $8,948+285.2% | $11,403+202.3% |