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 | $122,642 | $162,781-24.7% | $133,956-8.4% | $158,922-22.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.72% | 41.94%-28.2pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,689 | $4,975-66.1% | $3,919-56.9% | $4,761-64.5% |
| Participant deferral / active EE | $5,926 | $5,911+0.3% | $5,048+17.4% | $5,982-0.9% |
| Admin fee / account holder | $2,376 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |