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 | $124,275 | $109,881+13.1% | $150,045-17.2% | $84,808+46.5% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 19.93% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,278 | $3,561-8.0% | $4,693-30.2% | $2,631+24.6% |
| Participant deferral / active EE | $6,665 | $6,636+0.4% | $7,997-16.7% | $4,212+58.2% |
| Admin fee / account holder | $1,603 | $8,568-81.3% | $13,435-88.1% | $7,344-78.2% |