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 | $232,864 | $127,065+83.3% | $113,168+105.8% | $142,382+63.5% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 16.94% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $861 | $3,442-75.0% | $2,975-71.1% | $4,299-80.0% |
| Participant deferral / active EE | $4,657 | $5,716-18.5% | $5,107-8.8% | $6,507-28.4% |
| Admin fee / account holder | $1,772 | $15,736-88.7% | $12,068-85.3% | $12,624-86.0% |