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 | $159,583 | $101,724+56.9% | $164,813-3.2% | $80,856+97.4% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 22.34% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,172 | $2,953-60.3% | $4,341-73.0% | $2,755-57.4% |
| Participant deferral / active EE | $4,982 | $4,477+11.3% | $6,031-17.4% | $4,296+16.0% |
| Admin fee / account holder | $16,236 | $8,227+97.3% | $12,690+27.9% | $6,918+134.7% |