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 | $117,983+7.1% | $101,794+24.2% | $142,382-11.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 11.44% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,330 | $2,773-52.0% | $2,289-41.9% | $4,299-69.1% |
| Participant deferral / active EE | $3,401 | $4,714-27.8% | $4,084-16.7% | $6,507-47.7% |
| Admin fee / account holder | $8,525 | $10,433-18.3% | $8,777-2.9% | $12,624-32.5% |