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 | $192,721 | $106,515+80.9% | $96,683+99.3% | $139,434+38.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 13.65% | 38.43%-24.8pp | 35.69%-22.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,267 | $4,103-44.8% | $3,737-39.3% | $4,751-52.3% |
| Participant deferral / active EE | $5,423 | $5,454-0.6% | $4,878+11.2% | $6,710-19.2% |
| Admin fee / account holder | $2,092 | $7,877-73.4% | $6,730-68.9% | $11,403-81.7% |