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 | $158,711 | $106,515+49.0% | $96,683+64.2% | $139,434+13.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 19.51% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,706 | $4,103-9.7% | $3,737-0.8% | $4,751-22.0% |
| Participant deferral / active EE | $6,412 | $5,454+17.6% | $4,878+31.4% | $6,710-4.4% |
| Admin fee / account holder | $19,317 | $7,877+145.2% | $6,730+187.1% | $11,403+69.4% |