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 | $92,353 | $87,540+5.5% | $75,781+21.9% | $125,391-26.3% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | 1.47% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $3,846 | $3,930-2.1% | $3,323+15.7% | $4,866-21.0% |
| Participant deferral / active EE | $3,998 | $4,229-5.5% | $3,651+9.5% | $5,352-25.3% |
| Admin fee / account holder | $12,942 | $6,502+99.0% | $5,299+144.2% | $9,540+35.6% |