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 | $133,954 | $163,101-17.9% | $136,749-2.0% | $142,382-5.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.87% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,675 | $4,117-59.3% | $3,400-50.7% | $4,299-61.1% |
| Participant deferral / active EE | $8,837 | $5,585+58.2% | $4,692+88.3% | $6,507+35.8% |
| Admin fee / account holder | $554 | $14,318-96.1% | $11,386-95.1% | $12,624-95.6% |