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 | $139,303 | $179,726-22.5% | $156,263-10.9% | $142,382-2.2% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 15.52% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,727 | $5,069-6.7% | $4,333+9.1% | $4,299+10.0% |
| Participant deferral / active EE | $11,357 | $6,956+63.3% | $6,158+84.4% | $6,507+74.5% |
| Admin fee / account holder | $3,196 | $17,272-81.5% | $14,255-77.6% | $12,624-74.7% |