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 | $111,819 | $78,672+42.1% | $109,143+2.5% | $85,850+30.2% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.4pp |
| Annual return | 14.78% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,074 | $2,735+12.4% | $3,722-17.4% | $2,565+19.8% |
| Participant deferral / active EE | $4,956 | $3,467+42.9% | $4,653+6.5% | $3,952+25.4% |
| Admin fee / account holder | $1,000 | $5,469-81.7% | $6,752-85.2% | $6,260-84.0% |