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 | $128,363 | $177,572-27.7% | $154,803-17.1% | $142,382-9.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 13.10% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,704 | $4,810-23.0% | $4,305-14.0% | $4,299-13.8% |
| Participant deferral / active EE | $6,637 | $6,272+5.8% | $5,540+19.8% | $6,507+2.0% |
| Admin fee / account holder | $11,961 | $16,786-28.7% | $14,329-16.5% | $12,624-5.2% |