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 | $162,408 | $148,534+9.3% | $135,903+19.5% | $139,434+16.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.13% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,828 | $5,243-65.1% | $4,856-62.4% | $4,751-61.5% |
| Participant deferral / active EE | $4,767 | $8,100-41.1% | $7,758-38.5% | $6,710-29.0% |
| Admin fee / account holder | $1,730 | $12,400-86.0% | $10,762-83.9% | $11,403-84.8% |