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 | $146,811 | $72,071+103.7% | $68,368+114.7% | $137,256+7.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.57% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,078 | $2,788-61.3% | $2,649-59.3% | $4,156-74.1% |
| Participant deferral / active EE | $4,441 | $4,410+0.7% | $4,123+7.7% | $6,407-30.7% |
| Admin fee / account holder | $3,373 | $5,336-36.8% | $5,150-34.5% | $12,270-72.5% |