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 | $138,643 | $149,734-7.4% | $118,925+16.6% | $158,922-12.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 12.52% | 19.95%-7.4pp | 35.88%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,866 | $4,115-6.1% | $3,263+18.5% | $4,761-18.8% |
| Participant deferral / active EE | $5,744 | $5,223+10.0% | $4,265+34.7% | $5,982-4.0% |
| Admin fee / account holder | $857 | $8,603-90.0% | $6,581-87.0% | $11,246-92.4% |