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 | $157,926 | $755,339-79.1% | $379,746-58.4% | $158,922-0.6% |
| Participation rate | 88.9% | 81.8%+7.1pp | 78.4%+10.5pp | 82.0%+6.9pp |
| Annual return | 18.17% | 53.41%-35.2pp | 34.90%-16.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,717 | $4,685-42.0% | $3,540-23.2% | $4,761-42.9% |
| Participant deferral / active EE | $7,284 | $7,938-8.2% | $6,024+20.9% | $5,982+21.8% |
| Admin fee / account holder | $1,160 | $14,482-92.0% | $7,927-85.4% | $11,246-89.7% |