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 | $121,531 | $179,726-32.4% | $156,263-22.2% | $142,382-14.6% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 14.25% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,316 | $5,069-54.3% | $4,333-46.5% | $4,299-46.1% |
| Participant deferral / active EE | $7,208 | $6,956+3.6% | $6,158+17.0% | $6,507+10.8% |
| Admin fee / account holder | $2,098 | $17,272-87.9% | $14,255-85.3% | $12,624-83.4% |