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 | $146,154 | $105,126+39.0% | $94,646+54.4% | $139,434+4.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 12.61% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,796 | $4,106-31.9% | $3,672-23.9% | $4,751-41.1% |
| Participant deferral / active EE | $5,880 | $7,599-22.6% | $7,418-20.7% | $6,710-12.4% |
| Admin fee / account holder | $1,898 | $8,984-78.9% | $7,231-73.7% | $11,403-83.4% |