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 | $144,990 | $95,561+51.7% | $77,163+87.9% | $139,434+4.0% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 16.97% | 54.92%-38.0pp | 37.87%-20.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,293 | $3,147-27.2% | $2,535-9.6% | $4,751-51.7% |
| Participant deferral / active EE | $3,378 | $4,624-26.9% | $3,833-11.9% | $6,710-49.7% |
| Admin fee / account holder | $4,799 | $8,295-42.1% | $5,472-12.3% | $11,403-57.9% |