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 | $124,965 | $127,065-1.7% | $113,168+10.4% | $142,382-12.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 23.69% | 24.03%-0.3pp | 24.27%-0.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,716 | $3,442-21.1% | $2,975-8.7% | $4,299-36.8% |
| Participant deferral / active EE | $7,359 | $5,716+28.7% | $5,107+44.1% | $6,507+13.1% |
| Admin fee / account holder | $1,267 | $15,736-91.9% | $12,068-89.5% | $12,624-90.0% |