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 | $119,414 | $117,983+1.2% | $101,794+17.3% | $142,382-16.1% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 17.27% | 36.92%-19.6pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,774 | $2,773-36.0% | $2,289-22.5% | $4,299-58.7% |
| Participant deferral / active EE | $6,328 | $4,714+34.2% | $4,084+54.9% | $6,507-2.8% |
| Admin fee / account holder | $29,327 | $10,433+181.1% | $8,777+234.1% | $12,624+132.3% |