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 | $109,021 | $106,749+2.1% | $145,433-25.0% | $82,448+32.2% |
| Participation rate | 77.3% | 75.6%+1.6pp | 82.1%-4.8pp | 68.1%+9.2pp |
| Annual return | 19.41% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,599 | $3,444+4.5% | $4,554-21.0% | $2,551+41.1% |
| Participant deferral / active EE | $7,792 | $6,519+19.5% | $7,897-1.3% | $4,139+88.2% |
| Admin fee / account holder | $7,922 | $8,390-5.6% | $13,129-39.7% | $7,234+9.5% |