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 | $171,854 | $105,859+62.3% | $90,160+90.6% | $147,584+16.4% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 21.28% | 37.63%-16.3pp | 34.88%-13.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,065 | $4,126-74.2% | $3,318-67.9% | $4,876-78.2% |
| Participant deferral / active EE | $4,894 | $5,733-14.6% | $5,288-7.4% | $5,439-10.0% |
| Admin fee / account holder | $3,040 | $8,046-62.2% | $5,943-48.8% | $10,885-72.1% |