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 | $185,954 | $162,781+14.2% | $133,956+38.8% | $158,922+17.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 16.19% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,027 | $4,975-79.3% | $3,919-73.8% | $4,761-78.4% |
| Participant deferral / active EE | $5,468 | $5,911-7.5% | $5,048+8.3% | $5,982-8.6% |
| Admin fee / account holder | $3,445 | $11,736-70.7% | $8,927-61.4% | $11,246-69.4% |