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 | $119,325 | $124,425-4.1% | $112,040+6.5% | $137,256-13.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 17.42% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,525 | $3,411-55.3% | $2,954-48.4% | $4,156-63.3% |
| Participant deferral / active EE | $9,445 | $5,718+65.2% | $5,098+85.3% | $6,407+47.4% |
| Admin fee / account holder | $25,075 | $15,207+64.9% | $12,098+107.3% | $12,270+104.4% |