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 | $178,125 | $127,264+40.0% | $109,895+62.1% | $167,490+6.3% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.2%+2.3pp | 82.1%-5.6pp |
| Annual return | 15.51% | 22.97%-7.5pp | 29.45%-13.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $760 | $3,322-77.1% | $2,842-73.3% | $4,837-84.3% |
| Participant deferral / active EE | $2,551 | $4,514-43.5% | $4,048-37.0% | $6,341-59.8% |
| Admin fee / account holder | $2,876 | $7,114-59.6% | $6,066-52.6% | $12,309-76.6% |