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 | $156,124 | $149,734+4.3% | $118,925+31.3% | $158,922-1.8% |
| Participation rate | 70.6% | 82.1%-11.5pp | 75.4%-4.8pp | 82.0%-11.4pp |
| Annual return | 11.37% | 19.95%-8.6pp | 35.88%-24.5pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,427 | $4,115-65.3% | $3,263-56.3% | $4,761-70.0% |
| Participant deferral / active EE | $4,903 | $5,223-6.1% | $4,265+15.0% | $5,982-18.0% |
| Admin fee / account holder | $643 | $8,603-92.5% | $6,581-90.2% | $11,246-94.3% |