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 | $159,933 | $111,535+43.4% | $105,223+52.0% | $137,256+16.5% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.0%-4.2pp | 80.0%-9.1pp |
| Annual return | 15.48% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,327 | $3,939-40.9% | $3,689-36.9% | $4,156-44.0% |
| Participant deferral / active EE | $7,213 | $5,500+31.2% | $5,072+42.2% | $6,407+12.6% |
| Admin fee / account holder | $4,051 | $9,721-58.3% | $8,859-54.3% | $12,270-67.0% |