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 | $163,648 | $98,240+66.6% | $82,313+98.8% | $147,584+10.9% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 11.90% | 30.85%-19.0pp | 25.88%-14.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $690 | $3,192-78.4% | $2,428-71.6% | $4,876-85.9% |
| Participant deferral / active EE | $3,626 | $4,383-17.3% | $3,706-2.2% | $5,439-33.3% |
| Admin fee / account holder | $20,303 | $8,563+137.1% | $5,608+262.0% | $10,885+86.5% |