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 | $111,150 | $106,515+4.4% | $96,683+15.0% | $139,434-20.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.07% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,817 | $4,103-55.7% | $3,737-51.4% | $4,751-61.8% |
| Participant deferral / active EE | $5,287 | $5,454-3.1% | $4,878+8.4% | $6,710-21.2% |
| Admin fee / account holder | $9,438 | $7,877+19.8% | $6,730+40.2% | $11,403-17.2% |