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 | $169,608 | $103,376+64.1% | $87,100+94.7% | $152,861+11.0% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 17.12% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,414 | $3,220+6.0% | $2,521+35.4% | $4,762-28.3% |
| Participant deferral / active EE | $5,252 | $4,778+9.9% | $4,049+29.7% | $5,850-10.2% |
| Admin fee / account holder | $1,294 | $12,205-89.4% | $7,497-82.7% | $11,596-88.8% |