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 | $121,788 | $109,881+10.8% | $150,045-18.8% | $84,808+43.6% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,388 | $3,561-33.0% | $4,693-49.1% | $2,631-9.3% |
| Participant deferral / active EE | $7,225 | $6,636+8.9% | $7,997-9.7% | $4,212+71.6% |
| Admin fee / account holder | $11,942 | $8,568+39.4% | $13,435-11.1% | $7,344+62.6% |