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 | $126,384 | $112,729+12.1% | $98,716+28.0% | $137,256-7.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.3%+4.6pp | 80.0%-6.0pp |
| Annual return | 11.44% | 38.48%-27.0pp | 31.81%-20.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,330 | $2,725-51.2% | $2,279-41.6% | $4,156-68.0% |
| Participant deferral / active EE | $3,401 | $4,640-26.7% | $4,048-16.0% | $6,407-46.9% |
| Admin fee / account holder | $8,525 | $10,129-15.8% | $8,703-2.0% | $12,270-30.5% |