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 | $134,424 | $154,228-12.8% | $145,433-7.6% | $137,256-2.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 22.87% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,952 | $4,804+3.1% | $4,554+8.7% | $4,156+19.1% |
| Participant deferral / active EE | $10,165 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $1,365 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |