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 | $100,116 | $89,753+11.5% | $107,525-6.9% | $84,808+18.1% |
| Participation rate | 74.5% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.2pp |
| Annual return | 14.93% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,640 | $3,113+16.9% | $3,754-3.0% | $2,631+38.4% |
| Participant deferral / active EE | $5,143 | $4,056+26.8% | $5,116+0.5% | $4,212+22.1% |
| Admin fee / account holder | $600 | $7,222-91.7% | $8,919-93.3% | $7,344-91.8% |