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 | $129,467 | $132,239-2.1% | $105,722+22.5% | $273,961-52.7% |
| Participation rate | 70.6% | 83.2%-12.6pp | 78.9%-8.3pp | 83.0%-12.4pp |
| Annual return | 7.30% | 10.07%-2.8pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,082 | $4,867-57.2% | $4,079-49.0% | $4,869-57.2% |
| Participant deferral / active EE | $4,493 | $6,233-27.9% | $5,326-15.6% | $5,287-15.0% |
| Admin fee / account holder | $20,809 | $12,032+72.9% | $8,308+150.5% | $10,132+105.4% |