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 | $159,332 | $123,793+28.7% | $177,821-10.4% | $79,858+99.5% |
| Participation rate | 73.1% | 84.7%-11.6pp | 87.7%-14.6pp | 69.6%+3.4pp |
| Annual return | 14.51% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,652 | $4,095-59.7% | $5,918-72.1% | $2,471-33.1% |
| Participant deferral / active EE | $3,593 | $5,956-39.7% | $7,714-53.4% | $3,740-3.9% |
| Admin fee / account holder | $357 | $7,243-95.1% | $12,427-97.1% | $5,306-93.3% |