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 | $132,143 | $127,777+3.4% | $106,548+24.0% | $167,490-21.1% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 9.87% | 33.87%-24.0pp | 26.80%-16.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,090 | $3,427-39.0% | $2,819-25.9% | $4,837-56.8% |
| Participant deferral / active EE | $3,835 | $5,087-24.6% | $4,398-12.8% | $6,341-39.5% |
| Admin fee / account holder | $5,987 | $11,228-46.7% | $7,407-19.2% | $12,309-51.4% |