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 | $116,879 | $97,125+20.3% | $86,233+35.5% | $137,256-14.8% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.0%+22.3pp | 80.0%+11.3pp |
| Annual return | 14.73% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,663 | $2,841-6.3% | $2,504+6.4% | $4,156-35.9% |
| Participant deferral / active EE | $5,384 | $5,180+3.9% | $4,559+18.1% | $6,407-16.0% |
| Admin fee / account holder | $14,193 | $9,725+46.0% | $8,342+70.1% | $12,270+15.7% |