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 | $158,520 | $115,770+36.9% | $101,248+56.6% | $158,922-0.3% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 14.08% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,644 | $4,175-12.7% | $3,660-0.4% | $4,761-23.5% |
| Participant deferral / active EE | $6,534 | $4,957+31.8% | $4,370+49.5% | $5,982+9.2% |
| Admin fee / account holder | $1,085 | $7,245-85.0% | $5,945-81.7% | $11,246-90.3% |