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 | $134,370 | $124,281+8.1% | $109,143+23.1% | $167,490-19.8% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 15.20% | 26.04%-10.8pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,862 | $4,207-8.2% | $3,722+3.8% | $4,837-20.2% |
| Participant deferral / active EE | $5,384 | $5,255+2.5% | $4,653+15.7% | $6,341-15.1% |
| Admin fee / account holder | $10,933 | $7,970+37.2% | $6,752+61.9% | $12,309-11.2% |