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 | $178,833 | $111,535+60.3% | $105,223+70.0% | $137,256+30.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.51% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,018 | $3,939-48.8% | $3,689-45.3% | $4,156-51.5% |
| Participant deferral / active EE | $7,124 | $5,500+29.5% | $5,072+40.5% | $6,407+11.2% |
| Admin fee / account holder | $1,326 | $9,721-86.4% | $8,859-85.0% | $12,270-89.2% |