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 | $130,953 | $179,726-27.1% | $156,263-16.2% | $142,382-8.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.79% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,629 | $5,069-48.1% | $4,333-39.3% | $4,299-38.9% |
| Participant deferral / active EE | $5,291 | $6,956-23.9% | $6,158-14.1% | $6,507-18.7% |
| Admin fee / account holder | $947 | $17,272-94.5% | $14,255-93.4% | $12,624-92.5% |