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 | $121,526 | $110,257+10.2% | $96,544+25.9% | $139,434-12.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 24.82% | 26.32%-1.5pp | 25.84%-1.0pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,058 | $3,620-70.8% | $2,965-64.3% | $4,751-77.7% |
| Participant deferral / active EE | $3,835 | $5,548-30.9% | $4,851-20.9% | $6,710-42.8% |
| Admin fee / account holder | $1,990 | $11,591-82.8% | $8,252-75.9% | $11,403-82.6% |