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 | $157,970 | $175,202-9.8% | $149,673+5.5% | $139,434+13.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.92% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,616 | $5,474-33.9% | $4,818-24.9% | $4,751-23.9% |
| Participant deferral / active EE | $4,618 | $6,519-29.2% | $5,680-18.7% | $6,710-31.2% |
| Admin fee / account holder | $15,978 | $16,150-1.1% | $13,210+21.0% | $11,403+40.1% |