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 | $129,739 | $154,228-15.9% | $145,433-10.8% | $137,256-5.5% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 23.04% | 74.59%-51.6pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,364 | $4,804-9.2% | $4,554-4.2% | $4,156+5.0% |
| Participant deferral / active EE | $8,818 | $8,216+7.3% | $7,897+11.7% | $6,407+37.6% |
| Admin fee / account holder | $31,015 | $14,344+116.2% | $13,129+136.2% | $12,270+152.8% |