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 | $149,404 | $118,450+26.1% | $98,439+51.8% | $139,434+7.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 13.63% | 18.94%-5.3pp | 21.16%-7.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,228 | $3,609-66.0% | $3,048-59.7% | $4,751-74.1% |
| Participant deferral / active EE | $3,904 | $5,392-27.6% | $4,738-17.6% | $6,710-41.8% |
| Admin fee / account holder | $1,670 | $14,026-88.1% | $8,948-81.3% | $11,403-85.4% |