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 | $165,176 | $142,405+16.0% | $115,157+43.4% | $152,861+8.1% |
| Participation rate | 78.6% | 82.4%-3.8pp | 75.9%+2.7pp | 82.4%-3.9pp |
| Annual return | 14.84% | 41.48%-26.6pp | 35.60%-20.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,426 | $4,010-39.5% | $3,179-23.7% | $4,762-49.1% |
| Participant deferral / active EE | $3,348 | $5,164-35.2% | $4,168-19.7% | $5,850-42.8% |
| Admin fee / account holder | $14,557 | $8,462+72.0% | $7,088+105.4% | $11,596+25.5% |