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 | $136,627 | $148,534-8.0% | $135,903+0.5% | $139,434-2.0% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 17.32% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,492 | $5,243-33.4% | $4,856-28.1% | $4,751-26.5% |
| Participant deferral / active EE | $8,646 | $8,100+6.7% | $7,758+11.5% | $6,710+28.9% |
| Admin fee / account holder | $7,165 | $12,400-42.2% | $10,762-33.4% | $11,403-37.2% |