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 | $121,879 | $127,065-4.1% | $113,168+7.7% | $142,382-14.4% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 18.92% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,413 | $3,442-0.9% | $2,975+14.7% | $4,299-20.6% |
| Participant deferral / active EE | $9,211 | $5,716+61.1% | $5,107+80.4% | $6,507+41.6% |
| Admin fee / account holder | $2,434 | $15,736-84.5% | $12,068-79.8% | $12,624-80.7% |