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 | $125,079 | $124,319+0.6% | $111,297+12.4% | $167,490-25.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.81% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,537 | $3,435-26.2% | $2,731-7.1% | $4,837-47.6% |
| Participant deferral / active EE | $6,429 | $5,180+24.1% | $4,487+43.3% | $6,341+1.4% |
| Admin fee / account holder | $3,765 | $10,618-64.5% | $7,964-52.7% | $12,309-69.4% |