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 | $134,591 | $114,381+17.7% | $107,525+25.2% | $142,382-5.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 11.92% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,772 | $4,015+43.8% | $3,754+53.8% | $4,299+34.3% |
| Participant deferral / active EE | $5,860 | $5,564+5.3% | $5,116+14.5% | $6,507-9.9% |
| Admin fee / account holder | $4,413 | $9,860-55.2% | $8,919-50.5% | $12,624-65.0% |