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 | $113,263 | $91,552+23.7% | $133,956-15.4% | $79,858+41.8% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 25.66% | 61.85%-36.2pp | 45.09%-19.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $733 | $2,384-69.2% | $3,919-81.3% | $2,471-70.3% |
| Participant deferral / active EE | $2,689 | $3,733-28.0% | $5,048-46.7% | $3,740-28.1% |
| Admin fee / account holder | $1,994 | $6,321-68.5% | $8,927-77.7% | $5,306-62.4% |