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 | $133,302 | $106,515+25.1% | $96,683+37.9% | $139,434-4.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 18.52% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,894 | $4,103-29.5% | $3,737-22.6% | $4,751-39.1% |
| Participant deferral / active EE | $6,278 | $5,454+15.1% | $4,878+28.7% | $6,710-6.4% |
| Admin fee / account holder | $7,528 | $7,877-4.4% | $6,730+11.9% | $11,403-34.0% |