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 | $233,641 | $154,117+51.6% | $129,995+79.7% | $139,434+67.6% |
| Participation rate | 78.9% | 82.0%-3.0pp | 78.5%+0.5pp | 80.3%-1.4pp |
| Annual return | 16.40% | 32.48%-16.1pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,466 | $5,289-72.3% | $4,320-66.1% | $4,751-69.2% |
| Participant deferral / active EE | $5,869 | $6,710-12.5% | $5,820+0.8% | $6,710-12.5% |
| Admin fee / account holder | $3,728 | $14,007-73.4% | $10,614-64.9% | $11,403-67.3% |