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 | $106,171 | $95,266+11.4% | $82,389+28.9% | $142,382-25.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 18.05% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,773 | $2,991-7.3% | $2,517+10.2% | $4,299-35.5% |
| Participant deferral / active EE | $5,682 | $4,809+18.2% | $4,155+36.8% | $6,507-12.7% |
| Admin fee / account holder | $2,713 | $8,563-68.3% | $7,231-62.5% | $12,624-78.5% |