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 | $146,094 | $152,587-4.3% | $125,175+16.7% | $152,861-4.4% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 21.21% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,631 | $4,946-67.0% | $3,865-57.8% | $4,762-65.8% |
| Participant deferral / active EE | $3,806 | $5,868-35.1% | $4,937-22.9% | $5,850-34.9% |
| Admin fee / account holder | $7,619 | $13,434-43.3% | $9,702-21.5% | $11,596-34.3% |