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 | $127,382 | $123,793+2.9% | $177,821-28.4% | $79,858+59.5% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 12.06% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,743 | $4,095-8.6% | $5,918-36.7% | $2,471+51.5% |
| Participant deferral / active EE | $7,327 | $5,956+23.0% | $7,714-5.0% | $3,740+95.9% |
| Admin fee / account holder | $5,478 | $7,243-24.4% | $12,427-55.9% | $5,306+3.2% |