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 | $128,307 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,071 | $3,561-41.9% | $4,693-55.9% | $2,631-21.3% |
| Participant deferral / active EE | $6,073 | $6,636-8.5% | $7,997-24.1% | $4,212+44.2% |
| Admin fee / account holder | $11,682 | $8,568+36.3% | $13,435-13.0% | $7,344+59.1% |