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 | $149,203 | $124,281+20.1% | $109,143+36.7% | $167,490-10.9% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 28.04% | 26.04%+2.0pp | 25.75%+2.3pp | 478.56%-450.5pp |
| Employer contribution / active EE | $2,260 | $4,207-46.3% | $3,722-39.3% | $4,837-53.3% |
| Participant deferral / active EE | $4,346 | $5,255-17.3% | $4,653-6.6% | $6,341-31.5% |
| Admin fee / account holder | $586 | $7,970-92.6% | $6,752-91.3% | $12,309-95.2% |