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 | $116,862 | $109,881+6.4% | $150,045-22.1% | $84,808+37.8% |
| Participation rate | 71.7% | 76.1%-4.4pp | 82.3%-10.6pp | 68.3%+3.4pp |
| Annual return | 21.50% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,143 | $3,561-11.8% | $4,693-33.0% | $2,631+19.4% |
| Participant deferral / active EE | $7,379 | $6,636+11.2% | $7,997-7.7% | $4,212+75.2% |
| Admin fee / account holder | $9,494 | $8,568+10.8% | $13,435-29.3% | $7,344+29.3% |