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 | $158,634 | $106,515+48.9% | $96,683+64.1% | $139,434+13.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 18.73% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,406 | $4,103-17.0% | $3,737-8.9% | $4,751-28.3% |
| Participant deferral / active EE | $7,469 | $5,454+37.0% | $4,878+53.1% | $6,710+11.3% |
| Admin fee / account holder | $11,820 | $7,877+50.1% | $6,730+75.6% | $11,403+3.7% |