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 | $154,130 | $97,125+58.7% | $86,233+78.7% | $137,256+12.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 13.73% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,038 | $2,841+6.9% | $2,504+21.3% | $4,156-26.9% |
| Participant deferral / active EE | $6,846 | $5,180+32.2% | $4,559+50.2% | $6,407+6.8% |
| Admin fee / account holder | $1,386 | $9,725-85.7% | $8,342-83.4% | $12,270-88.7% |