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 | $134,251 | $118,849+13.0% | $96,562+39.0% | $167,490-19.8% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.8%+19.7pp | 82.1%+7.4pp |
| Annual return | 17.72% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,496 | $3,120-52.1% | $2,356-36.5% | $4,837-69.1% |
| Participant deferral / active EE | $2,844 | $4,616-38.4% | $3,849-26.1% | $6,341-55.2% |
| Admin fee / account holder | $3,265 | $8,065-59.5% | $6,181-47.2% | $12,309-73.5% |