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 | $133,287 | $106,515+25.1% | $96,683+37.9% | $139,434-4.4% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 19.04% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,567 | $4,103-61.8% | $3,737-58.1% | $4,751-67.0% |
| Participant deferral / active EE | $3,241 | $5,454-40.6% | $4,878-33.6% | $6,710-51.7% |
| Admin fee / account holder | $2,116 | $7,877-73.1% | $6,730-68.6% | $11,403-81.4% |