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 | $147,193 | $152,587-3.5% | $125,175+17.6% | $152,861-3.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 23.31% | 54.84%-31.5pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,795 | $4,946-43.5% | $3,865-27.7% | $4,762-41.3% |
| Participant deferral / active EE | $5,743 | $5,868-2.1% | $4,937+16.3% | $5,850-1.8% |
| Admin fee / account holder | $1,250 | $13,434-90.7% | $9,702-87.1% | $11,596-89.2% |