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 | $155,586 | $118,849+30.9% | $96,562+61.1% | $167,490-7.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 16.87% | 50.49%-33.6pp | 37.78%-20.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,481 | $3,120-20.5% | $2,356+5.3% | $4,837-48.7% |
| Participant deferral / active EE | $8,436 | $4,616+82.8% | $3,849+119.2% | $6,341+33.0% |
| Admin fee / account holder | $1,554 | $8,065-80.7% | $6,181-74.9% | $12,309-87.4% |