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 | $174,531 | $103,376+68.8% | $87,100+100.4% | $152,861+14.2% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 24.74% | 28.10%-3.4pp | 28.19%-3.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,658 | $3,220-48.5% | $2,521-34.2% | $4,762-65.2% |
| Participant deferral / active EE | $3,995 | $4,778-16.4% | $4,049-1.3% | $5,850-31.7% |
| Admin fee / account holder | $841 | $12,205-93.1% | $7,497-88.8% | $11,596-92.8% |