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 | $158,230 | $154,365+2.5% | $130,231+21.5% | $139,434+13.5% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.3%-2.9pp | 80.3%-7.0pp |
| Annual return | 19.20% | 30.34%-11.1pp | 38.77%-19.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,714 | $5,170-66.8% | $4,126-58.4% | $4,751-63.9% |
| Participant deferral / active EE | $11,647 | $8,498+37.1% | $6,799+71.3% | $6,710+73.6% |
| Admin fee / account holder | $2,546 | $9,214-72.4% | $6,020-57.7% | $11,403-77.7% |