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 | $154,595 | $178,174-13.2% | $156,181-1.0% | $137,256+12.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.70% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,426 | $4,972-31.1% | $4,294-20.2% | $4,156-17.6% |
| Participant deferral / active EE | $4,903 | $6,888-28.8% | $6,132-20.0% | $6,407-23.5% |
| Admin fee / account holder | $24,576 | $17,404+41.2% | $14,586+68.5% | $12,270+100.3% |