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 | $106,778 | $117,983-9.5% | $101,794+4.9% | $142,382-25.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.94% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,216 | $2,773+16.0% | $2,289+40.5% | $4,299-25.2% |
| Participant deferral / active EE | $7,886 | $4,714+67.3% | $4,084+93.1% | $6,507+21.2% |
| Admin fee / account holder | $8,855 | $10,433-15.1% | $8,777+0.9% | $12,624-29.9% |