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 | $162,394 | $178,174-8.9% | $156,181+4.0% | $137,256+18.3% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 19.75% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,535 | $4,972-49.0% | $4,294-41.0% | $4,156-39.0% |
| Participant deferral / active EE | $7,282 | $6,888+5.7% | $6,132+18.8% | $6,407+13.7% |
| Admin fee / account holder | $1,162 | $17,404-93.3% | $14,586-92.0% | $12,270-90.5% |