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 | $174,598 | $104,664+66.8% | $85,682+103.8% | $167,490+4.2% |
| Participation rate | 77.3% | 76.4%+0.9pp | 69.9%+7.4pp | 82.1%-4.8pp |
| Annual return | 14.33% | 21.45%-7.1pp | 21.49%-7.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,897 | $3,337+16.8% | $2,618+48.8% | $4,837-19.4% |
| Participant deferral / active EE | $5,076 | $4,824+5.2% | $3,923+29.4% | $6,341-19.9% |
| Admin fee / account holder | $4,659 | $10,032-53.6% | $6,873-32.2% | $12,309-62.2% |