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 | $132,495 | $172,111-23.0% | $150,298-11.8% | $137,256-3.5% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 11.40% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $5,332 | $4,636+15.0% | $4,154+28.4% | $4,156+28.3% |
| Participant deferral / active EE | $2,913 | $6,166-52.8% | $5,453-46.6% | $6,407-54.5% |
| Admin fee / account holder | $6,036 | $16,471-63.4% | $14,116-57.2% | $12,270-50.8% |