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 | $192,343 | $111,754+72.1% | $103,333+86.1% | $145,922+31.8% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 11.63% | 24.77%-13.1pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $880 | $4,212-79.1% | $3,868-77.2% | $4,660-81.1% |
| Participant deferral / active EE | $5,553 | $5,619-1.2% | $5,057+9.8% | $6,688-17.0% |
| Admin fee / account holder | $161,339 | $9,750+1554.7% | $8,355+1831.1% | $13,397+1104.3% |