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 | $110,218 | $109,413+0.7% | $156,263-29.5% | $84,808+30.0% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.4pp |
| Annual return | 13.82% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,808 | $2,907-37.8% | $4,333-58.3% | $2,631-31.3% |
| Participant deferral / active EE | $4,570 | $4,590-0.4% | $6,158-25.8% | $4,212+8.5% |
| Admin fee / account holder | $18,512 | $9,357+97.8% | $14,255+29.9% | $7,344+152.1% |