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 | $122,323 | $106,515+14.8% | $96,683+26.5% | $139,434-12.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 12.73% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,755 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $2,190 | $5,454-59.8% | $4,878-55.1% | $6,710-67.4% |
| Admin fee / account holder | $906 | $7,877-88.5% | $6,730-86.5% | $11,403-92.1% |