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 | $130,517 | $112,729+15.8% | $98,716+32.2% | $137,256-4.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 11.79% | 38.48%-26.7pp | 31.81%-20.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,531 | $2,725-7.1% | $2,279+11.1% | $4,156-39.1% |
| Participant deferral / active EE | $8,030 | $4,640+73.0% | $4,048+98.4% | $6,407+25.3% |
| Admin fee / account holder | $12,914 | $10,129+27.5% | $8,703+48.4% | $12,270+5.3% |