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 | $138,819 | $162,781-14.7% | $133,956+3.6% | $158,922-12.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.95% | 41.94%-18.0pp | 45.09%-21.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,415 | $4,975-31.4% | $3,919-12.9% | $4,761-28.3% |
| Participant deferral / active EE | $7,484 | $5,911+26.6% | $5,048+48.3% | $5,982+25.1% |
| Admin fee / account holder | $3,569 | $11,736-69.6% | $8,927-60.0% | $11,246-68.3% |