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 | $183,993 | $95,416+92.8% | $185,823-1.0% | $85,850+114.3% |
| Participation rate | 89.1% | 68.8%+20.3pp | 81.7%+7.4pp | 69.3%+19.7pp |
| Annual return | 12.46% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,209 | $3,314-63.5% | $5,167-76.6% | $2,565-52.9% |
| Participant deferral / active EE | $5,014 | $3,423+46.5% | $5,568-9.9% | $3,952+26.9% |
| Admin fee / account holder | $1,928 | $7,213-73.3% | $16,237-88.1% | $6,260-69.2% |