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 | $151,245 | $185,822-18.6% | $169,993-11.0% | $139,434+8.5% |
| Participation rate | 76.2% | 87.8%-11.6pp | 87.0%-10.8pp | 80.3%-4.1pp |
| Annual return | 12.41% | 60.50%-48.1pp | 53.37%-41.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,038 | $7,590-73.1% | $6,785-70.0% | $4,751-57.1% |
| Participant deferral / active EE | $3,844 | $11,622-66.9% | $10,408-63.1% | $6,710-42.7% |
| Admin fee / account holder | $8,246 | $15,381-46.4% | $12,815-35.7% | $11,403-27.7% |