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 | $179,559 | $110,257+62.9% | $96,544+86.0% | $139,434+28.8% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 15.27% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,698 | $3,620-25.5% | $2,965-9.0% | $4,751-43.2% |
| Participant deferral / active EE | $6,425 | $5,548+15.8% | $4,851+32.5% | $6,710-4.2% |
| Admin fee / account holder | $8,575 | $11,591-26.0% | $8,252+3.9% | $11,403-24.8% |