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 | $119,679 | $118,450+1.0% | $98,439+21.6% | $139,434-14.2% |
| Participation rate | 70.6% | 77.4%-6.8pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 23.05% | 18.94%+4.1pp | 21.16%+1.9pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,266 | $3,609-64.9% | $3,048-58.5% | $4,751-73.3% |
| Participant deferral / active EE | $3,187 | $5,392-40.9% | $4,738-32.7% | $6,710-52.5% |
| Admin fee / account holder | $361 | $14,026-97.4% | $8,948-96.0% | $11,403-96.8% |