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 | $150,419 | $117,381+28.1% | $99,443+51.3% | $152,861-1.6% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.4%-3.9pp |
| Annual return | 21.05% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,959 | $3,013-35.0% | $2,540-22.8% | $4,762-58.9% |
| Participant deferral / active EE | $4,316 | $4,086+5.6% | $3,619+19.3% | $5,850-26.2% |
| Admin fee / account holder | $735 | $7,631-90.4% | $6,250-88.2% | $11,596-93.7% |