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 | $145,645 | $180,028-19.1% | $138,135+5.4% | $158,922-8.4% |
| Participation rate | 76.9% | 82.2%-5.3pp | 78.7%-1.8pp | 82.0%-5.0pp |
| Annual return | 27.56% | 21.68%+5.9pp | 20.51%+7.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,575 | $7,470-78.9% | $5,587-71.8% | $4,761-66.9% |
| Participant deferral / active EE | $2,394 | $7,717-69.0% | $6,431-62.8% | $5,982-60.0% |
| Admin fee / account holder | $1,583 | $17,912-91.2% | $11,856-86.6% | $11,246-85.9% |