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 | $176,577 | $103,376+70.8% | $87,100+102.7% | $152,861+15.5% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 17.06% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,395 | $3,220-56.7% | $2,521-44.7% | $4,762-70.7% |
| Participant deferral / active EE | $11,073 | $4,778+131.8% | $4,049+173.5% | $5,850+89.3% |
| Admin fee / account holder | $44,720 | $12,205+266.4% | $7,497+496.5% | $11,596+285.6% |