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 | $128,168 | $162,781-21.3% | $133,956-4.3% | $158,922-19.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 26.70% | 41.94%-15.2pp | 45.09%-18.4pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,307 | $4,975-73.7% | $3,919-66.6% | $4,761-72.5% |
| Participant deferral / active EE | $6,288 | $5,911+6.4% | $5,048+24.6% | $5,982+5.1% |
| Admin fee / account holder | $2,572 | $11,736-78.1% | $8,927-71.2% | $11,246-77.1% |