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 | $135,035 | $162,781-17.0% | $133,956+0.8% | $158,922-15.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 17.77% | 41.94%-24.2pp | 45.09%-27.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,066 | $4,975-58.5% | $3,919-47.3% | $4,761-56.6% |
| Participant deferral / active EE | $4,599 | $5,911-22.2% | $5,048-8.9% | $5,982-23.1% |
| Admin fee / account holder | $1,459 | $11,736-87.6% | $8,927-83.7% | $11,246-87.0% |