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 | $122,124 | $95,803+27.5% | $113,168+7.9% | $84,808+44.0% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 17.53% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,292 | $4,242+166.2% | $5,107+121.1% | $4,212+168.1% |
| Admin fee / account holder | $5,275 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |