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 | $190,932 | $162,781+17.3% | $133,956+42.5% | $158,922+20.1% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 18.81% | 41.94%-23.1pp | 45.09%-26.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,147 | $4,975-56.8% | $3,919-45.2% | $4,761-54.9% |
| Participant deferral / active EE | $2,932 | $5,911-50.4% | $5,048-41.9% | $5,982-51.0% |
| Admin fee / account holder | $696 | $11,736-94.1% | $8,927-92.2% | $11,246-93.8% |