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 | $154,615 | $110,257+40.2% | $96,544+60.2% | $139,434+10.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 16.44% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,373 | $3,620-62.1% | $2,965-53.7% | $4,751-71.1% |
| Participant deferral / active EE | $13,181 | $5,548+137.6% | $4,851+171.7% | $6,710+96.4% |
| Admin fee / account holder | $26,519 | $11,591+128.8% | $8,252+221.4% | $11,403+132.6% |