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 | $117,991 | $85,766+37.6% | $136,294-13.4% | $70,131+68.2% |
| Participation rate | 73.9% | 74.2%-0.2pp | 81.9%-8.0pp | 69.5%+4.4pp |
| Annual return | 15.87% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,450 | $2,966+16.3% | $4,695-26.5% | $2,342+47.3% |
| Participant deferral / active EE | $5,760 | $5,051+14.0% | $6,247-7.8% | $3,332+72.9% |
| Admin fee / account holder | $1,347 | $5,420-75.2% | $9,243-85.4% | $4,645-71.0% |