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 | $154,550 | $127,777+21.0% | $106,548+45.1% | $167,490-7.7% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 11.70% | 33.87%-22.2pp | 26.80%-15.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,676 | $3,427-51.1% | $2,819-40.6% | $4,837-65.4% |
| Participant deferral / active EE | $3,297 | $5,087-35.2% | $4,398-25.0% | $6,341-48.0% |
| Admin fee / account holder | $2,323 | $11,228-79.3% | $7,407-68.6% | $12,309-81.1% |