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 | $157,022 | $103,376+51.9% | $87,100+80.3% | $152,861+2.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 16.78% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,169 | $3,220-32.6% | $2,521-14.0% | $4,762-54.5% |
| Participant deferral / active EE | $7,092 | $4,778+48.4% | $4,049+75.2% | $5,850+21.2% |
| Admin fee / account holder | $5,321 | $12,205-56.4% | $7,497-29.0% | $11,596-54.1% |