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 | $145,007 | $227,553-36.3% | $189,557-23.5% | $167,490-13.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.40% | 78.40%-63.0pp | 64.17%-48.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,045 | $5,316-61.5% | $4,412-53.7% | $4,837-57.7% |
| Participant deferral / active EE | $6,558 | $7,002-6.3% | $6,174+6.2% | $6,341+3.4% |
| Admin fee / account holder | $4,449 | $11,878-62.5% | $9,807-54.6% | $12,309-63.9% |