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 | $189,132 | $162,781+16.2% | $133,956+41.2% | $158,922+19.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 13.39% | 41.94%-28.6pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,056 | $4,975-58.7% | $3,919-47.5% | $4,761-56.8% |
| Participant deferral / active EE | $3,420 | $5,911-42.1% | $5,048-32.2% | $5,982-42.8% |
| Admin fee / account holder | $1,613 | $11,736-86.3% | $8,927-81.9% | $11,246-85.7% |