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 | $135,053 | $124,281+8.7% | $109,143+23.7% | $167,490-19.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 25.24% | 26.04%-0.8pp | 25.75%-0.5pp | 478.56%-453.3pp |
| Employer contribution / active EE | $1,642 | $4,207-61.0% | $3,722-55.9% | $4,837-66.1% |
| Participant deferral / active EE | $3,535 | $5,255-32.7% | $4,653-24.0% | $6,341-44.3% |
| Admin fee / account holder | $1,052 | $7,970-86.8% | $6,752-84.4% | $12,309-91.5% |