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 | $156,102 | $114,381+36.5% | $107,525+45.2% | $142,382+9.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 12.23% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,683 | $4,015-58.1% | $3,754-55.2% | $4,299-60.9% |
| Participant deferral / active EE | $4,230 | $5,564-24.0% | $5,116-17.3% | $6,507-35.0% |
| Admin fee / account holder | $6,220 | $9,860-36.9% | $8,919-30.3% | $12,624-50.7% |