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 | $221,935 | $211,958+4.7% | $169,463+31.0% | $135,375+63.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -5.19% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,964 | $5,120+16.5% | $4,159+43.4% | $4,779+24.8% |
| Participant deferral / active EE | $9,460 | $6,075+55.7% | $5,277+79.3% | $5,609+68.7% |
| Admin fee / account holder | $4,407 | $11,471-61.6% | $9,109-51.6% | $10,827-59.3% |