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 6-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 | $134,464 | $124,425+8.1% | $112,040+20.0% | $137,256-2.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 18.46% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,760 | $3,411+10.2% | $2,954+27.3% | $4,156-9.5% |
| Participant deferral / active EE | $3,760 | $5,718-34.2% | $5,098-26.2% | $6,407-41.3% |
| Admin fee / account holder | $4,594 | $15,207-69.8% | $12,098-62.0% | $12,270-62.6% |