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 | $143,994 | $185,822-22.5% | $169,993-15.3% | $139,434+3.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 19.60% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,782 | $7,590-63.4% | $6,785-59.0% | $4,751-41.4% |
| Participant deferral / active EE | $7,903 | $11,622-32.0% | $10,408-24.1% | $6,710+17.8% |
| Admin fee / account holder | $2,308 | $15,381-85.0% | $12,815-82.0% | $11,403-79.8% |