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 | $166,650 | $110,257+51.1% | $96,544+72.6% | $139,434+19.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.19% | 26.32%-10.1pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,310 | $3,620+19.1% | $2,965+45.4% | $4,751-9.3% |
| Participant deferral / active EE | $4,479 | $5,548-19.3% | $4,851-7.7% | $6,710-33.3% |
| Admin fee / account holder | $664 | $11,591-94.3% | $8,252-92.0% | $11,403-94.2% |