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 | $110,693 | $109,413+1.2% | $156,263-29.2% | $84,808+30.5% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 16.63% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,478 | $2,907+19.7% | $4,333-19.7% | $2,631+32.2% |
| Participant deferral / active EE | $8,128 | $4,590+77.1% | $6,158+32.0% | $4,212+93.0% |
| Admin fee / account holder | $2,004 | $9,357-78.6% | $14,255-85.9% | $7,344-72.7% |