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 | $157,861 | $177,572-11.1% | $154,803+2.0% | $142,382+10.9% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,630 | $4,810-45.3% | $4,305-38.9% | $4,299-38.8% |
| Participant deferral / active EE | $4,902 | $6,272-21.8% | $5,540-11.5% | $6,507-24.7% |
| Admin fee / account holder | $6,588 | $16,786-60.8% | $14,329-54.0% | $12,624-47.8% |