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 | $155,727 | $104,251+49.4% | $91,001+71.1% | $147,584+5.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.76% | 27.06%-11.3pp | 4.60%+11.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,411 | $3,116-22.6% | $2,456-1.8% | $4,876-50.6% |
| Participant deferral / active EE | $4,227 | $4,195+0.8% | $3,547+19.2% | $5,439-22.3% |
| Admin fee / account holder | $604 | $8,948-93.2% | $5,417-88.8% | $10,885-94.4% |