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 | $157,702 | $112,729+39.9% | $98,716+59.8% | $137,256+14.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 14.06% | 38.48%-24.4pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,519 | $2,725-44.3% | $2,279-33.3% | $4,156-63.5% |
| Participant deferral / active EE | $2,730 | $4,640-41.2% | $4,048-32.6% | $6,407-57.4% |
| Admin fee / account holder | $4,479 | $10,129-55.8% | $8,703-48.5% | $12,270-63.5% |