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 | $171,053 | $127,264+34.4% | $109,895+55.7% | $167,490+2.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.2%+8.4pp | 82.1%+0.5pp |
| Annual return | 34.10% | 22.97%+11.1pp | 29.45%+4.6pp | 478.56%-444.5pp |
| Employer contribution / active EE | $1,382 | $3,322-58.4% | $2,842-51.4% | $4,837-71.4% |
| Participant deferral / active EE | $4,680 | $4,514+3.7% | $4,048+15.6% | $6,341-26.2% |
| Admin fee / account holder | $2,817 | $7,114-60.4% | $6,066-53.6% | $12,309-77.1% |