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 | $140,671 | $162,781-13.6% | $133,956+5.0% | $158,922-11.5% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 10.29% | 41.94%-31.6pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,688 | $4,975-66.1% | $3,919-56.9% | $4,761-64.5% |
| Participant deferral / active EE | $5,650 | $5,911-4.4% | $5,048+11.9% | $5,982-5.5% |
| Admin fee / account holder | $2,182 | $11,736-81.4% | $8,927-75.6% | $11,246-80.6% |