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 | $135,315 | $162,781-16.9% | $133,956+1.0% | $158,922-14.9% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 13.37% | 41.94%-28.6pp | 45.09%-31.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $7,960 | $4,975+60.0% | $3,919+103.1% | $4,761+67.2% |
| Participant deferral / active EE | $1,899 | $5,911-67.9% | $5,048-62.4% | $5,982-68.3% |
| Admin fee / account holder | $2,598 | $11,736-77.9% | $8,927-70.9% | $11,246-76.9% |