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 | $161,371 | $87,166+85.1% | $76,735+110.3% | $137,256+17.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 14.90% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,274 | $2,904-56.1% | $2,454-48.1% | $4,156-69.3% |
| Participant deferral / active EE | $1,549 | $4,726-67.2% | $4,088-62.1% | $6,407-75.8% |
| Admin fee / account holder | $557 | $8,403-93.4% | $7,189-92.2% | $12,270-95.5% |