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 | $131,997 | $149,734-11.8% | $118,925+11.0% | $158,922-16.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 20.11% | 19.95%+0.2pp | 35.88%-15.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,559 | $4,115-37.8% | $3,263-21.6% | $4,761-46.3% |
| Participant deferral / active EE | $3,588 | $5,223-31.3% | $4,265-15.9% | $5,982-40.0% |
| Admin fee / account holder | $4,397 | $8,603-48.9% | $6,581-33.2% | $11,246-60.9% |