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 | $173,549 | $124,425+39.5% | $112,040+54.9% | $137,256+26.4% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 18.39% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,614 | $3,411-52.7% | $2,954-45.4% | $4,156-61.2% |
| Participant deferral / active EE | $5,889 | $5,718+3.0% | $5,098+15.5% | $6,407-8.1% |
| Admin fee / account holder | $3,245 | $15,207-78.7% | $12,098-73.2% | $12,270-73.6% |