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 | $128,600 | $127,386+1.0% | $115,037+11.8% | $125,391+2.6% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | -0.38% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $9,224 | $5,166+78.6% | $4,608+100.2% | $4,866+89.6% |
| Participant deferral / active EE | $8,791 | $6,423+36.9% | $6,026+45.9% | $5,352+64.3% |
| Admin fee / account holder | $12,616 | $9,516+32.6% | $8,175+54.3% | $9,540+32.2% |