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 | $106,191 | $117,983-10.0% | $101,794+4.3% | $142,382-25.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 14.79% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,700 | $2,773-38.7% | $2,289-25.7% | $4,299-60.4% |
| Participant deferral / active EE | $5,157 | $4,714+9.4% | $4,084+26.3% | $6,507-20.7% |
| Admin fee / account holder | $2,105 | $10,433-79.8% | $8,777-76.0% | $12,624-83.3% |