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 | $127,243 | $99,985+27.3% | $146,665-13.2% | $85,850+48.2% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 20.06% | 18.93%+1.1pp | 22.74%-2.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,639 | $2,559+3.1% | $4,136-36.2% | $2,565+2.9% |
| Participant deferral / active EE | $2,934 | $4,006-26.8% | $5,506-46.7% | $3,952-25.8% |
| Admin fee / account holder | $1,611 | $7,702-79.1% | $10,280-84.3% | $6,260-74.3% |