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 | $180,144 | $104,251+72.8% | $91,001+98.0% | $147,584+22.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 9.85% | 27.06%-17.2pp | 4.60%+5.3pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,436 | $3,116-53.9% | $2,456-41.5% | $4,876-70.6% |
| Participant deferral / active EE | $2,400 | $4,195-42.8% | $3,547-32.3% | $5,439-55.9% |
| Admin fee / account holder | $5,257 | $8,948-41.2% | $5,417-2.9% | $10,885-51.7% |