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 | $163,616 | $152,460+7.3% | $118,746+37.8% | $147,584+10.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.3%+1.7pp | 82.8%-2.8pp |
| Annual return | 19.72% | 17.41%+2.3pp | 24.54%-4.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,908 | $5,046-62.2% | $4,193-54.5% | $4,876-60.9% |
| Participant deferral / active EE | $4,504 | $6,212-27.5% | $5,332-15.5% | $5,439-17.2% |
| Admin fee / account holder | $2,787 | $16,953-83.6% | $10,720-74.0% | $10,885-74.4% |