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 | $184,755 | $127,264+45.2% | $109,895+68.1% | $167,490+10.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 19.41% | 22.97%-3.6pp | 29.45%-10.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,526 | $3,322-24.0% | $2,842-11.1% | $4,837-47.8% |
| Participant deferral / active EE | $10,330 | $4,514+128.8% | $4,048+155.2% | $6,341+62.9% |
| Admin fee / account holder | $1,124 | $7,114-84.2% | $6,066-81.5% | $12,309-90.9% |