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 | $100,104 | $95,803+4.5% | $113,168-11.5% | $84,808+18.0% |
| Participation rate | 78.8% | 72.9%+6.0pp | 76.6%+2.3pp | 68.3%+10.5pp |
| Annual return | 17.49% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,045 | $2,360+71.4% | $2,975+36.0% | $2,631+53.8% |
| Participant deferral / active EE | $5,072 | $4,242+19.6% | $5,107-0.7% | $4,212+20.4% |
| Admin fee / account holder | $2,682 | $8,989-70.2% | $12,068-77.8% | $7,344-63.5% |