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 | $134,515 | $176,377-23.7% | $134,143+0.3% | $158,922-15.4% |
| Participation rate | 95.0% | 78.7%+16.3pp | 72.2%+22.8pp | 82.0%+13.0pp |
| Annual return | 19.04% | 63.63%-44.6pp | 36.33%-17.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $5,249 | $5,040+4.1% | $3,704+41.7% | $4,761+10.2% |
| Participant deferral / active EE | $3,589 | $4,091-12.3% | $3,499+2.6% | $5,982-40.0% |
| Admin fee / account holder | $15,494 | $8,718+77.7% | $6,684+131.8% | $11,246+37.8% |