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 | $131,882 | $142,405-7.4% | $115,157+14.5% | $152,861-13.7% |
| Participation rate | 94.7% | 82.4%+12.4pp | 75.9%+18.8pp | 82.4%+12.3pp |
| Annual return | 21.73% | 41.48%-19.7pp | 35.60%-13.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,706 | $4,010-57.4% | $3,179-46.3% | $4,762-64.2% |
| Participant deferral / active EE | $5,466 | $5,164+5.8% | $4,168+31.1% | $5,850-6.6% |
| Admin fee / account holder | $1,717 | $8,462-79.7% | $7,088-75.8% | $11,596-85.2% |