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 | $101,230 | $110,257-8.2% | $96,544+4.9% | $139,434-27.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 28.13% | 26.32%+1.8pp | 25.84%+2.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,319 | $3,620-35.9% | $2,965-21.8% | $4,751-51.2% |
| Participant deferral / active EE | $3,382 | $5,548-39.0% | $4,851-30.3% | $6,710-49.6% |
| Admin fee / account holder | $2,635 | $11,591-77.3% | $8,252-68.1% | $11,403-76.9% |