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 | $157,160 | $162,781-3.5% | $133,956+17.3% | $158,922-1.1% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 21.75% | 41.94%-20.2pp | 45.09%-23.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,905 | $4,975-41.6% | $3,919-25.9% | $4,761-39.0% |
| Participant deferral / active EE | $5,883 | $5,911-0.5% | $5,048+16.5% | $5,982-1.7% |
| Admin fee / account holder | $6,897 | $11,736-41.2% | $8,927-22.7% | $11,246-38.7% |