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 | $170,767 | $185,822-8.1% | $169,993+0.5% | $139,434+22.5% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 15.20% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,696 | $7,590-64.5% | $6,785-60.3% | $4,751-43.3% |
| Participant deferral / active EE | $5,766 | $11,622-50.4% | $10,408-44.6% | $6,710-14.1% |
| Admin fee / account holder | $1,228 | $15,381-92.0% | $12,815-90.4% | $11,403-89.2% |