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 | $155,181 | $126,574+22.6% | $106,213+46.1% | $145,922+6.3% |
| Participation rate | 73.7% | 77.6%-4.0pp | 75.3%-1.6pp | 80.3%-6.6pp |
| Annual return | 11.59% | 224.79%-213.2pp | 116.14%-104.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,280 | $3,730-38.9% | $3,171-28.1% | $4,660-51.1% |
| Participant deferral / active EE | $5,173 | $5,724-9.6% | $5,016+3.1% | $6,688-22.6% |
| Admin fee / account holder | $15,943 | $17,304-7.9% | $11,033+44.5% | $13,397+19.0% |