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 | $134,550 | $162,781-17.3% | $133,956+0.4% | $158,922-15.3% |
| Participation rate | 87.0% | 83.2%+3.7pp | 79.8%+7.1pp | 82.0%+5.0pp |
| Annual return | 7.94% | 41.94%-34.0pp | 45.09%-37.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,019 | $4,975-39.3% | $3,919-23.0% | $4,761-36.6% |
| Participant deferral / active EE | $6,144 | $5,911+3.9% | $5,048+21.7% | $5,982+2.7% |
| Admin fee / account holder | $3,947 | $11,736-66.4% | $8,927-55.8% | $11,246-64.9% |