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 | $226,337 | $72,277+213.2% | $101,248+123.5% | $79,858+183.4% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 15.96% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,532 | $2,692-43.1% | $3,660-58.1% | $2,471-38.0% |
| Participant deferral / active EE | $4,295 | $3,282+30.9% | $4,370-1.7% | $3,740+14.8% |
| Admin fee / account holder | $1,598 | $4,400-63.7% | $5,945-73.1% | $5,306-69.9% |