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 | $133,591 | $110,257+21.2% | $96,544+38.4% | $139,434-4.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 19.99% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,441 | $3,620-60.2% | $2,965-51.4% | $4,751-69.7% |
| Participant deferral / active EE | $2,320 | $5,548-58.2% | $4,851-52.2% | $6,710-65.4% |
| Admin fee / account holder | $3,324 | $11,591-71.3% | $8,252-59.7% | $11,403-70.8% |