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 | $159,871 | $162,781-1.8% | $133,956+19.3% | $158,922+0.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 20.62% | 41.94%-21.3pp | 45.09%-24.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,881 | $4,975-42.1% | $3,919-26.5% | $4,761-39.5% |
| Participant deferral / active EE | $9,294 | $5,911+57.2% | $5,048+84.1% | $5,982+55.4% |
| Admin fee / account holder | $45,532 | $11,736+288.0% | $8,927+410.0% | $11,246+304.9% |