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 | $141,645 | $112,729+25.7% | $98,716+43.5% | $137,256+3.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 14.80% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,218 | $2,725-18.6% | $2,279-2.7% | $4,156-46.6% |
| Participant deferral / active EE | $8,245 | $4,640+77.7% | $4,048+103.7% | $6,407+28.7% |
| Admin fee / account holder | $6,357 | $10,129-37.2% | $8,703-27.0% | $12,270-48.2% |