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 | $111,053 | $118,450-6.2% | $98,439+12.8% | $139,434-20.4% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 22.59% | 18.94%+3.7pp | 21.16%+1.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,693 | $3,609+2.3% | $3,048+21.2% | $4,751-22.3% |
| Participant deferral / active EE | $5,333 | $5,392-1.1% | $4,738+12.6% | $6,710-20.5% |
| Admin fee / account holder | $12,315 | $14,026-12.2% | $8,948+37.6% | $11,403+8.0% |