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 | $112,610 | $110,257+2.1% | $96,544+16.6% | $139,434-19.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 11.45% | 26.32%-14.9pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,778 | $3,620-50.9% | $2,965-40.0% | $4,751-62.6% |
| Participant deferral / active EE | $5,577 | $5,548+0.5% | $4,851+15.0% | $6,710-16.9% |
| Admin fee / account holder | $3,658 | $11,591-68.4% | $8,252-55.7% | $11,403-67.9% |