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 | $131,121 | $162,781-19.4% | $133,956-2.1% | $158,922-17.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 30.40% | 41.94%-11.5pp | 45.09%-14.7pp | 302.83%-272.4pp |
| Employer contribution / active EE | $1,785 | $4,975-64.1% | $3,919-54.5% | $4,761-62.5% |
| Participant deferral / active EE | $7,667 | $5,911+29.7% | $5,048+51.9% | $5,982+28.2% |
| Admin fee / account holder | $1,838 | $11,736-84.3% | $8,927-79.4% | $11,246-83.7% |