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 | $177,645 | $124,281+42.9% | $109,143+62.8% | $167,490+6.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.29% | 26.04%-10.7pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,258 | $4,207-70.1% | $3,722-66.2% | $4,837-74.0% |
| Participant deferral / active EE | $5,200 | $5,255-1.0% | $4,653+11.8% | $6,341-18.0% |
| Admin fee / account holder | $783 | $7,970-90.2% | $6,752-88.4% | $12,309-93.6% |