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 | $131,506 | $148,534-11.5% | $135,903-3.2% | $139,434-5.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.25% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,851 | $5,243-7.5% | $4,856-0.1% | $4,751+2.1% |
| Participant deferral / active EE | $5,236 | $8,100-35.4% | $7,758-32.5% | $6,710-22.0% |
| Admin fee / account holder | $1,075 | $12,400-91.3% | $10,762-90.0% | $11,403-90.6% |