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 | $127,555 | $154,228-17.3% | $145,433-12.3% | $137,256-7.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,774 | $4,804-21.4% | $4,554-17.1% | $4,156-9.2% |
| Participant deferral / active EE | $9,812 | $8,216+19.4% | $7,897+24.2% | $6,407+53.1% |
| Admin fee / account holder | $9,628 | $14,344-32.9% | $13,129-26.7% | $12,270-21.5% |