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 | $143,896 | $175,202-17.9% | $149,673-3.9% | $139,434+3.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.39% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,714 | $5,474-32.2% | $4,818-22.9% | $4,751-21.8% |
| Participant deferral / active EE | $7,045 | $6,519+8.1% | $5,680+24.0% | $6,710+5.0% |
| Admin fee / account holder | $2,853 | $16,150-82.3% | $13,210-78.4% | $11,403-75.0% |