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 | $144,454 | $163,101-11.4% | $136,749+5.6% | $142,382+1.5% |
| Participation rate | 84.6% | 78.2%+6.4pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 17.58% | 27.54%-10.0pp | 24.33%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,167 | $4,117-23.1% | $3,400-6.8% | $4,299-26.3% |
| Participant deferral / active EE | $6,502 | $5,585+16.4% | $4,692+38.6% | $6,507-0.1% |
| Admin fee / account holder | $2,933 | $14,318-79.5% | $11,386-74.2% | $12,624-76.8% |