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 | $140,226 | $154,117-9.0% | $129,995+7.9% | $139,434+0.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 12.33% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,523 | $5,289-33.4% | $4,320-18.4% | $4,751-25.8% |
| Participant deferral / active EE | $7,490 | $6,710+11.6% | $5,820+28.7% | $6,710+11.6% |
| Admin fee / account holder | $8,923 | $14,007-36.3% | $10,614-15.9% | $11,403-21.7% |