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 | $185,367 | $228,332-18.8% | $185,823-0.2% | $158,922+16.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 15.70% | 40.80%-25.1pp | 35.95%-20.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,577 | $4,967-48.1% | $4,087-37.0% | $4,761-45.9% |
| Participant deferral / active EE | $2,986 | $6,415-53.5% | $5,632-47.0% | $5,982-50.1% |
| Admin fee / account holder | $1,912 | $11,864-83.9% | $9,500-79.9% | $11,246-83.0% |