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 | $130,110 | $117,983+10.3% | $101,794+27.8% | $142,382-8.6% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.2%+1.6pp | 80.1%-9.3pp |
| Annual return | 13.21% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,210 | $2,773-56.4% | $2,289-47.1% | $4,299-71.9% |
| Participant deferral / active EE | $5,500 | $4,714+16.7% | $4,084+34.7% | $6,507-15.5% |
| Admin fee / account holder | $11,436 | $10,433+9.6% | $8,777+30.3% | $12,624-9.4% |