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 | $131,009 | $117,983+11.0% | $101,794+28.7% | $142,382-8.0% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 16.99% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,976 | $2,773+43.4% | $2,289+73.7% | $4,299-7.5% |
| Participant deferral / active EE | $6,077 | $4,714+28.9% | $4,084+48.8% | $6,507-6.6% |
| Admin fee / account holder | $1,281 | $10,433-87.7% | $8,777-85.4% | $12,624-89.9% |