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 | $147,538 | $162,781-9.4% | $133,956+10.1% | $158,922-7.2% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 17.97% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,427 | $4,975-31.1% | $3,919-12.5% | $4,761-28.0% |
| Participant deferral / active EE | $9,572 | $5,911+61.9% | $5,048+89.6% | $5,982+60.0% |
| Admin fee / account holder | $4,261 | $11,736-63.7% | $8,927-52.3% | $11,246-62.1% |