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 | $144,398 | $109,413+32.0% | $156,263-7.6% | $84,808+70.3% |
| Participation rate | 80.5% | 72.7%+7.8pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 14.88% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,317 | $2,907-20.3% | $4,333-46.5% | $2,631-11.9% |
| Participant deferral / active EE | $3,553 | $4,590-22.6% | $6,158-42.3% | $4,212-15.6% |
| Admin fee / account holder | $5,571 | $9,357-40.5% | $14,255-60.9% | $7,344-24.1% |