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 | $163,848 | $152,587+7.4% | $125,175+30.9% | $152,861+7.2% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 23.10% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,881 | $4,946-62.0% | $3,865-51.3% | $4,762-60.5% |
| Participant deferral / active EE | $3,539 | $5,868-39.7% | $4,937-28.3% | $5,850-39.5% |
| Admin fee / account holder | $2,513 | $13,434-81.3% | $9,702-74.1% | $11,596-78.3% |