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 | $147,198 | $228,332-35.5% | $185,823-20.8% | $158,922-7.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 11.53% | 40.80%-29.3pp | 35.95%-24.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,903 | $4,967-41.5% | $4,087-29.0% | $4,761-39.0% |
| Participant deferral / active EE | $7,348 | $6,415+14.6% | $5,632+30.5% | $5,982+22.8% |
| Admin fee / account holder | $6,801 | $11,864-42.7% | $9,500-28.4% | $11,246-39.5% |