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 | $163,630 | $92,222+77.4% | $76,768+113.1% | $135,375+20.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 10.06% | 5.46%+4.6pp | 2.43%+7.6pp | 519.73%-509.7pp |
| Employer contribution / active EE | $2,087 | $3,216-35.1% | $2,485-16.0% | $4,779-56.3% |
| Participant deferral / active EE | $4,632 | $4,509+2.7% | $3,852+20.3% | $5,609-17.4% |
| Admin fee / account holder | $5,673 | $10,748-47.2% | $6,675-15.0% | $10,827-47.6% |