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 | $182,519 | $127,386+43.3% | $115,037+58.7% | $125,391+45.6% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 0.15% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $5,925 | $5,166+14.7% | $4,608+28.6% | $4,866+21.8% |
| Participant deferral / active EE | $8,810 | $6,423+37.2% | $6,026+46.2% | $5,352+64.6% |
| Admin fee / account holder | $2,544 | $9,516-73.3% | $8,175-68.9% | $9,540-73.3% |