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 | $158,527 | $175,202-9.5% | $149,673+5.9% | $139,434+13.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.87% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,364 | $5,474-75.1% | $4,818-71.7% | $4,751-71.3% |
| Participant deferral / active EE | $5,264 | $6,519-19.2% | $5,680-7.3% | $6,710-21.5% |
| Admin fee / account holder | $1,091 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |