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 | $150,750 | $117,381+28.4% | $99,443+51.6% | $152,861-1.4% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.4%-9.1pp |
| Annual return | 24.93% | 31.87%-6.9pp | 30.72%-5.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $889 | $3,013-70.5% | $2,540-65.0% | $4,762-81.3% |
| Participant deferral / active EE | $2,512 | $4,086-38.5% | $3,619-30.6% | $5,850-57.1% |
| Admin fee / account holder | $6,289 | $7,631-17.6% | $6,250+0.6% | $11,596-45.8% |