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 | $164,120 | $214,378-23.4% | $200,582-18.2% | $142,382+15.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 18.22% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,753 | $6,841-59.8% | $6,419-57.1% | $4,299-36.0% |
| Participant deferral / active EE | $6,573 | $9,865-33.4% | $9,331-29.6% | $6,507+1.0% |
| Admin fee / account holder | $1,174 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |