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 | $156,170 | $228,332-31.6% | $185,823-16.0% | $158,922-1.7% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 22.44% | 40.80%-18.4pp | 35.95%-13.5pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,380 | $4,967-52.1% | $4,087-41.8% | $4,761-50.0% |
| Participant deferral / active EE | $10,067 | $6,415+56.9% | $5,632+78.8% | $5,982+68.3% |
| Admin fee / account holder | $7,450 | $11,864-37.2% | $9,500-21.6% | $11,246-33.8% |