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 5-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 | $161,205 | $185,822-13.2% | $169,993-5.2% | $139,434+15.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.57% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,753 | $7,590-11.0% | $6,785-0.5% | $4,751+42.1% |
| Participant deferral / active EE | $7,767 | $11,622-33.2% | $10,408-25.4% | $6,710+15.7% |
| Admin fee / account holder | $770 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |