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 | $97,519 | $95,803+1.8% | $113,168-13.8% | $84,808+15.0% |
| Participation rate | 75.8% | 72.9%+2.9pp | 76.6%-0.8pp | 68.3%+7.4pp |
| Annual return | 39.79% | 25.00%+14.8pp | 24.27%+15.5pp | 40.90%-1.1pp |
| Employer contribution / active EE | $1,524 | $2,360-35.4% | $2,975-48.8% | $2,631-42.1% |
| Participant deferral / active EE | $4,379 | $4,242+3.2% | $5,107-14.3% | $4,212+4.0% |
| Admin fee / account holder | $8,261 | $8,989-8.1% | $12,068-31.5% | $7,344+12.5% |