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 | $148,614 | $99,918+48.7% | $81,382+82.6% | $145,922+1.8% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 11.18% | 34.32%-23.1pp | 24.73%-13.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,188 | $2,978-26.5% | $2,463-11.2% | $4,660-53.1% |
| Participant deferral / active EE | $4,659 | $4,605+1.2% | $3,883+20.0% | $6,688-30.3% |
| Admin fee / account holder | $2,079 | $8,212-74.7% | $5,768-64.0% | $13,397-84.5% |