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 | $137,655 | $176,377-22.0% | $134,143+2.6% | $158,922-13.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.48% | 63.63%-61.1pp | 36.33%-33.8pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,842 | $5,040-43.6% | $3,704-23.3% | $4,761-40.3% |
| Participant deferral / active EE | $6,224 | $4,091+52.1% | $3,499+77.9% | $5,982+4.0% |
| Admin fee / account holder | $6,492 | $8,718-25.5% | $6,684-2.9% | $11,246-42.3% |