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 | $187,926 | $101,069+85.9% | $81,478+130.6% | $147,584+27.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 17.24% | 32.40%-15.2pp | 38.78%-21.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,921 | $3,205-40.1% | $2,568-25.2% | $4,876-60.6% |
| Participant deferral / active EE | $3,916 | $4,242-7.7% | $3,537+10.7% | $5,439-28.0% |
| Admin fee / account holder | $1,736 | $5,812-70.1% | $4,561-61.9% | $10,885-84.0% |