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 3-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 | $101,946 | $109,881-7.2% | $150,045-32.1% | $84,808+20.2% |
| Participation rate | 87.7% | 76.1%+11.6pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 24.19% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,797 | $3,561+6.6% | $4,693-19.1% | $2,631+44.3% |
| Participant deferral / active EE | $8,653 | $6,636+30.4% | $7,997+8.2% | $4,212+105.5% |
| Admin fee / account holder | $1,675 | $8,568-80.5% | $13,435-87.5% | $7,344-77.2% |