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 5-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 | $135,229 | $127,065+6.4% | $113,168+19.5% | $142,382-5.0% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 18.14% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,835 | $3,442+40.5% | $2,975+62.5% | $4,299+12.5% |
| Participant deferral / active EE | $5,942 | $5,716+3.9% | $5,107+16.3% | $6,507-8.7% |
| Admin fee / account holder | $1,003 | $15,736-93.6% | $12,068-91.7% | $12,624-92.1% |