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 | $106,211 | $99,341+6.9% | $84,750+25.3% | $273,961-61.2% |
| Participation rate | 79.2% | 80.7%-1.5pp | 76.6%+2.6pp | 83.0%-3.8pp |
| Annual return | 8.38% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,634 | $4,214-37.5% | $3,574-26.3% | $4,869-45.9% |
| Participant deferral / active EE | $4,287 | $4,269+0.4% | $3,712+15.5% | $5,287-18.9% |
| Admin fee / account holder | $2,314 | $6,644-65.2% | $5,332-56.6% | $10,132-77.2% |