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 | $133,647 | $106,749+25.2% | $145,433-8.1% | $82,448+62.1% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,609 | $3,444-24.2% | $4,554-42.7% | $2,551+2.3% |
| Participant deferral / active EE | $5,617 | $6,519-13.8% | $7,897-28.9% | $4,139+35.7% |
| Admin fee / account holder | $3,757 | $8,390-55.2% | $13,129-71.4% | $7,234-48.1% |