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 | $152,250 | $228,332-33.3% | $185,823-18.1% | $158,922-4.2% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.0%+17.8pp | 82.0%+13.9pp |
| Annual return | 19.40% | 40.80%-21.4pp | 35.95%-16.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,163 | $4,967-36.3% | $4,087-22.6% | $4,761-33.6% |
| Participant deferral / active EE | $9,519 | $6,415+48.4% | $5,632+69.0% | $5,982+59.1% |
| Admin fee / account holder | $511 | $11,864-95.7% | $9,500-94.6% | $11,246-95.5% |