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 | $143,031 | $179,726-20.4% | $156,263-8.5% | $142,382+0.5% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 19.70% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,604 | $5,069-48.6% | $4,333-39.9% | $4,299-39.4% |
| Participant deferral / active EE | $8,073 | $6,956+16.1% | $6,158+31.1% | $6,507+24.1% |
| Admin fee / account holder | $3,004 | $17,272-82.6% | $14,255-78.9% | $12,624-76.2% |