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 | $124,084 | $93,571+32.6% | $135,903-8.7% | $75,163+65.1% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.4pp | 67.2%+8.4pp |
| Annual return | 25.23% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $3,557 | $3,537+0.6% | $4,856-26.8% | $2,670+33.2% |
| Participant deferral / active EE | $7,305 | $6,404+14.1% | $7,758-5.8% | $4,125+77.1% |
| Admin fee / account holder | $3,154 | $6,975-54.8% | $10,762-70.7% | $5,651-44.2% |