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 | $147,956 | $99,985+48.0% | $146,665+0.9% | $85,850+72.3% |
| Participation rate | 72.5% | 73.1%-0.5pp | 80.1%-7.5pp | 69.3%+3.2pp |
| Annual return | 14.38% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,868 | $2,559-27.0% | $4,136-54.8% | $2,565-27.2% |
| Participant deferral / active EE | $3,714 | $4,006-7.3% | $5,506-32.5% | $3,952-6.0% |
| Admin fee / account holder | $6,101 | $7,702-20.8% | $10,280-40.7% | $6,260-2.5% |