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 | $149,519 | $111,754+33.8% | $103,333+44.7% | $145,922+2.5% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 21.80% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,422 | $4,212-66.2% | $3,868-63.2% | $4,660-69.5% |
| Participant deferral / active EE | $4,500 | $5,619-19.9% | $5,057-11.0% | $6,688-32.7% |
| Admin fee / account holder | $791 | $9,750-91.9% | $8,355-90.5% | $13,397-94.1% |