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 | $130,571 | $124,881+4.6% | $209,409-37.6% | $116,875+11.7% |
| Participation rate | 81.5% | 75.8%+5.7pp | 80.4%+1.1pp | 74.5%+7.0pp |
| Annual return | 12.78% | 14.56%-1.8pp | 159.49%-146.7pp | 16.29%-3.5pp |
| Employer contribution / active EE | $1,369 | $2,588-47.1% | $5,035-72.8% | $3,288-58.4% |
| Participant deferral / active EE | $2,156 | $3,793-43.2% | $4,230-49.0% | $3,885-44.5% |
| Admin fee / account holder | $2,229 | $12,933-82.8% | $16,474-86.5% | $12,263-81.8% |