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 | $149,680 | $110,261+35.8% | $95,745+56.3% | $139,434+7.3% |
| Participation rate | 73.7% | 75.8%-2.1pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 23.40% | 27.11%-3.7pp | 28.35%-5.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $918 | $3,257-71.8% | $2,835-67.6% | $4,751-80.7% |
| Participant deferral / active EE | $2,930 | $4,676-37.3% | $4,245-31.0% | $6,710-56.3% |
| Admin fee / account holder | $3,816 | $6,613-42.3% | $5,678-32.8% | $11,403-66.5% |