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 | $144,084 | $157,256-8.4% | $141,162+2.1% | $152,861-5.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 17.75% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,361 | $5,261-36.1% | $4,735-29.0% | $4,762-29.4% |
| Participant deferral / active EE | $7,842 | $7,109+10.3% | $6,709+16.9% | $5,850+34.1% |
| Admin fee / account holder | $5,519 | $12,120-54.5% | $10,261-46.2% | $11,596-52.4% |