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 | $126,290 | $176,377-28.4% | $134,143-5.9% | $158,922-20.5% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 22.89% | 63.63%-40.7pp | 36.33%-13.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,591 | $5,040-68.4% | $3,704-57.1% | $4,761-66.6% |
| Participant deferral / active EE | $4,934 | $4,091+20.6% | $3,499+41.0% | $5,982-17.5% |
| Admin fee / account holder | $4,877 | $8,718-44.1% | $6,684-27.0% | $11,246-56.6% |