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 | $143,525 | $118,849+20.8% | $96,562+48.6% | $167,490-14.3% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 10.11% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,202 | $3,120-61.5% | $2,356-49.0% | $4,837-75.1% |
| Participant deferral / active EE | $6,189 | $4,616+34.1% | $3,849+60.8% | $6,341-2.4% |
| Admin fee / account holder | $3,074 | $8,065-61.9% | $6,181-50.3% | $12,309-75.0% |