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 | $109,472 | $124,281-11.9% | $109,143+0.3% | $167,490-34.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 29.38% | 26.04%+3.3pp | 25.75%+3.6pp | 478.56%-449.2pp |
| Employer contribution / active EE | $3,514 | $4,207-16.5% | $3,722-5.6% | $4,837-27.4% |
| Participant deferral / active EE | $6,847 | $5,255+30.3% | $4,653+47.1% | $6,341+8.0% |
| Admin fee / account holder | $2,912 | $7,970-63.5% | $6,752-56.9% | $12,309-76.3% |