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 | $116,210 | $109,359+6.3% | $162,163-28.3% | $72,985+59.2% |
| Participation rate | 80.8% | 84.3%-3.5pp | 87.6%-6.8pp | 69.5%+11.3pp |
| Annual return | 26.69% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,953 | $3,907-24.4% | $5,614-47.4% | $2,440+21.0% |
| Participant deferral / active EE | $16,365 | $5,481+198.6% | $7,298+124.2% | $3,607+353.7% |
| Admin fee / account holder | $332 | $7,972-95.8% | $10,843-96.9% | $5,124-93.5% |