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 | $125,342 | $110,257+13.7% | $96,544+29.8% | $139,434-10.1% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 12.87% | 26.32%-13.4pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,212 | $3,620-11.3% | $2,965+8.3% | $4,751-32.4% |
| Participant deferral / active EE | $6,739 | $5,548+21.5% | $4,851+38.9% | $6,710+0.4% |
| Admin fee / account holder | $2,662 | $11,591-77.0% | $8,252-67.7% | $11,403-76.7% |