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 | $137,746 | $93,571+47.2% | $135,903+1.4% | $75,163+83.3% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 19.05% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,361 | $3,537-5.0% | $4,856-30.8% | $2,670+25.9% |
| Participant deferral / active EE | $6,984 | $6,404+9.0% | $7,758-10.0% | $4,125+69.3% |
| Admin fee / account holder | $1,019 | $6,975-85.4% | $10,762-90.5% | $5,651-82.0% |