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 | $152,305 | $118,427+28.6% | $66,042+130.6% | $142,382+7.0% |
| Participation rate | 76.2% | 68.1%+8.1pp | 67.5%+8.7pp | 80.1%-3.9pp |
| Annual return | 14.74% | 35.57%-20.8pp | 52.11%-37.4pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,343 | $2,570-47.8% | $1,579-15.0% | $4,299-68.8% |
| Participant deferral / active EE | $2,866 | $4,311-33.5% | $2,835+1.1% | $6,507-56.0% |
| Admin fee / account holder | $25,093 | $9,593+161.6% | $5,747+336.6% | $12,624+98.8% |