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 | $113,759 | $162,781-30.1% | $133,956-15.1% | $158,922-28.4% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 12.62% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,189 | $4,975-56.0% | $3,919-44.2% | $4,761-54.0% |
| Participant deferral / active EE | $4,914 | $5,911-16.9% | $5,048-2.6% | $5,982-17.8% |
| Admin fee / account holder | $2,551 | $11,736-78.3% | $8,927-71.4% | $11,246-77.3% |