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 | $87,518 | $102,966-15.0% | $90,281-3.1% | $152,861-42.7% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 22.09% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,177 | $3,139-30.6% | $2,854-23.7% | $4,762-54.3% |
| Participant deferral / active EE | $2,695 | $4,281-37.1% | $3,885-30.6% | $5,850-53.9% |
| Admin fee / account holder | $6,407 | $6,171+3.8% | $5,351+19.7% | $11,596-44.7% |