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 | $152,502 | $102,616+48.6% | $81,983+86.0% | $158,922-4.0% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.2%+15.8pp | 82.0%+3.0pp |
| Annual return | 20.14% | 61.04%-40.9pp | 41.31%-21.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,585 | $3,240-20.2% | $2,498+3.5% | $4,761-45.7% |
| Participant deferral / active EE | $4,194 | $4,648-9.8% | $3,722+12.7% | $5,982-29.9% |
| Admin fee / account holder | $2,253 | $8,235-72.6% | $5,664-60.2% | $11,246-80.0% |