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 | $133,983 | $152,587-12.2% | $125,175+7.0% | $152,861-12.3% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.4%+0.2pp |
| Annual return | 21.82% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,087 | $4,946-78.0% | $3,865-71.9% | $4,762-77.2% |
| Participant deferral / active EE | $5,551 | $5,868-5.4% | $4,937+12.4% | $5,850-5.1% |
| Admin fee / account holder | $4,690 | $13,434-65.1% | $9,702-51.7% | $11,596-59.6% |