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 | $115,118 | $106,515+8.1% | $96,683+19.1% | $139,434-17.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 27.40% | 38.43%-11.0pp | 35.69%-8.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,264 | $4,103-69.2% | $3,737-66.2% | $4,751-73.4% |
| Participant deferral / active EE | $2,056 | $5,454-62.3% | $4,878-57.9% | $6,710-69.4% |
| Admin fee / account holder | $1,869 | $7,877-76.3% | $6,730-72.2% | $11,403-83.6% |