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 | $142,820 | $154,117-7.3% | $129,995+9.9% | $139,434+2.4% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 16.14% | 32.48%-16.3pp | -137.18%+153.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,469 | $5,289-34.4% | $4,320-19.7% | $4,751-27.0% |
| Participant deferral / active EE | $7,316 | $6,710+9.0% | $5,820+25.7% | $6,710+9.0% |
| Admin fee / account holder | $512 | $14,007-96.3% | $10,614-95.2% | $11,403-95.5% |