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 | $120,140 | $109,413+9.8% | $156,263-23.1% | $84,808+41.7% |
| Participation rate | 84.4% | 72.7%+11.8pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 16.77% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,333 | $2,907-54.1% | $4,333-69.2% | $2,631-49.3% |
| Participant deferral / active EE | $5,244 | $4,590+14.3% | $6,158-14.8% | $4,212+24.5% |
| Admin fee / account holder | $4,628 | $9,357-50.5% | $14,255-67.5% | $7,344-37.0% |