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 | $104,559 | $102,245+2.3% | $89,340+17.0% | $137,256-23.8% |
| Participation rate | 76.5% | 74.9%+1.6pp | 69.6%+6.9pp | 80.0%-3.5pp |
| Annual return | 13.56% | 21.89%-8.3pp | 20.57%-7.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,212 | $2,529+27.0% | $2,231+44.0% | $4,156-22.7% |
| Participant deferral / active EE | $4,499 | $4,436+1.4% | $3,823+17.7% | $6,407-29.8% |
| Admin fee / account holder | $12,939 | $8,085+60.0% | $6,704+93.0% | $12,270+5.4% |