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 | $150,872 | $142,405+5.9% | $115,157+31.0% | $152,861-1.3% |
| Participation rate | 73.7% | 82.4%-8.7pp | 75.9%-2.2pp | 82.4%-8.8pp |
| Annual return | 14.42% | 41.48%-27.1pp | 35.60%-21.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $956 | $4,010-76.2% | $3,179-69.9% | $4,762-79.9% |
| Participant deferral / active EE | $3,299 | $5,164-36.1% | $4,168-20.9% | $5,850-43.6% |
| Admin fee / account holder | $7,864 | $8,462-7.1% | $7,088+10.9% | $11,596-32.2% |