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 | $126,700 | $214,378-40.9% | $200,582-36.8% | $142,382-11.0% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 19.82% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,827 | $6,841+14.4% | $6,419+21.9% | $4,299+82.1% |
| Participant deferral / active EE | $15,702 | $9,865+59.2% | $9,331+68.3% | $6,507+141.3% |
| Admin fee / account holder | $14,108 | $17,692-20.3% | $16,305-13.5% | $12,624+11.8% |