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 | $137,349 | $154,117-10.9% | $129,995+5.7% | $139,434-1.5% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 18.28% | 32.48%-14.2pp | -137.18%+155.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,663 | $5,289-68.6% | $4,320-61.5% | $4,751-65.0% |
| Participant deferral / active EE | $5,094 | $6,710-24.1% | $5,820-12.5% | $6,710-24.1% |
| Admin fee / account holder | $542 | $14,007-96.1% | $10,614-94.9% | $11,403-95.2% |