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 5-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 | $108,191 | $106,749+1.4% | $145,433-25.6% | $82,448+31.2% |
| Participation rate | 74.5% | 75.6%-1.2pp | 82.1%-7.7pp | 68.1%+6.4pp |
| Annual return | 28.32% | 27.59%+0.7pp | 66.58%-38.3pp | 41.64%-13.3pp |
| Employer contribution / active EE | $2,635 | $3,444-23.5% | $4,554-42.1% | $2,551+3.3% |
| Participant deferral / active EE | $6,736 | $6,519+3.3% | $7,897-14.7% | $4,139+62.7% |
| Admin fee / account holder | $5,534 | $8,390-34.0% | $13,129-57.8% | $7,234-23.5% |