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 | $134,397 | $176,377-23.8% | $134,143+0.2% | $158,922-15.4% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 14.53% | 63.63%-49.1pp | 36.33%-21.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $572 | $5,040-88.7% | $3,704-84.6% | $4,761-88.0% |
| Participant deferral / active EE | $5,055 | $4,091+23.5% | $3,499+44.5% | $5,982-15.5% |
| Admin fee / account holder | $1,793 | $8,718-79.4% | $6,684-73.2% | $11,246-84.1% |