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 | $106,888 | $95,266+12.2% | $82,389+29.7% | $142,382-24.9% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 13.75% | 25.74%-12.0pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,197 | $2,991+6.9% | $2,517+27.0% | $4,299-25.6% |
| Participant deferral / active EE | $4,744 | $4,809-1.3% | $4,155+14.2% | $6,507-27.1% |
| Admin fee / account holder | $11,494 | $8,563+34.2% | $7,231+59.0% | $12,624-9.0% |