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 | $121,037 | $103,376+17.1% | $87,100+39.0% | $152,861-20.8% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 24.99% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,265 | $3,220-29.7% | $2,521-10.2% | $4,762-52.4% |
| Participant deferral / active EE | $5,190 | $4,778+8.6% | $4,049+28.2% | $5,850-11.3% |
| Admin fee / account holder | $2,734 | $12,205-77.6% | $7,497-63.5% | $11,596-76.4% |