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 | $125,292 | $124,319+0.8% | $111,297+12.6% | $167,490-25.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.99% | 37.44%-23.4pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,358 | $3,435-2.2% | $2,731+23.0% | $4,837-30.6% |
| Participant deferral / active EE | $7,352 | $5,180+41.9% | $4,487+63.8% | $6,341+15.9% |
| Admin fee / account holder | $11,068 | $10,618+4.2% | $7,964+39.0% | $12,309-10.1% |