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 | $167,972 | $152,587+10.1% | $125,175+34.2% | $152,861+9.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.45% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,160 | $4,946-76.6% | $3,865-70.0% | $4,762-75.6% |
| Participant deferral / active EE | $4,690 | $5,868-20.1% | $4,937-5.0% | $5,850-19.8% |
| Admin fee / account holder | $6,659 | $13,434-50.4% | $9,702-31.4% | $11,596-42.6% |