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 | $140,923 | $154,117-8.6% | $129,995+8.4% | $139,434+1.1% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 24.41% | 32.48%-8.1pp | -137.18%+161.6pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,331 | $5,289-37.0% | $4,320-22.9% | $4,751-29.9% |
| Participant deferral / active EE | $6,870 | $6,710+2.4% | $5,820+18.0% | $6,710+2.4% |
| Admin fee / account holder | $23,264 | $14,007+66.1% | $10,614+119.2% | $11,403+104.0% |