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 | $136,475 | $127,264+7.2% | $109,895+24.2% | $167,490-18.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 15.61% | 22.97%-7.4pp | 29.45%-13.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,489 | $3,322-25.1% | $2,842-12.4% | $4,837-48.5% |
| Participant deferral / active EE | $5,835 | $4,514+29.3% | $4,048+44.2% | $6,341-8.0% |
| Admin fee / account holder | $3,588 | $7,114-49.6% | $6,066-40.8% | $12,309-70.9% |