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 | $114,365 | $93,571+22.2% | $135,903-15.8% | $75,163+52.2% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 22.18% | 30.90%-8.7pp | 68.23%-46.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,965 | $3,537-16.2% | $4,856-38.9% | $2,670+11.1% |
| Participant deferral / active EE | $8,126 | $6,404+26.9% | $7,758+4.7% | $4,125+97.0% |
| Admin fee / account holder | $2,327 | $6,975-66.6% | $10,762-78.4% | $5,651-58.8% |