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 | $156,928 | $89,753+74.8% | $107,525+45.9% | $84,808+85.0% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 19.61% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,923 | $3,113+58.1% | $3,754+31.2% | $2,631+87.1% |
| Participant deferral / active EE | $8,156 | $4,056+101.1% | $5,116+59.4% | $4,212+93.7% |
| Admin fee / account holder | $4,882 | $7,222-32.4% | $8,919-45.3% | $7,344-33.5% |