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 | $187,787 | $162,781+15.4% | $133,956+40.2% | $158,922+18.2% |
| Participation rate | 76.2% | 83.2%-7.0pp | 79.8%-3.6pp | 82.0%-5.8pp |
| Annual return | 15.12% | 41.94%-26.8pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,402 | $4,975-71.8% | $3,919-64.2% | $4,761-70.5% |
| Participant deferral / active EE | $4,875 | $5,911-17.5% | $5,048-3.4% | $5,982-18.5% |
| Admin fee / account holder | $2,745 | $11,736-76.6% | $8,927-69.3% | $11,246-75.6% |