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 | $146,005 | $107,452+35.9% | $91,541+59.5% | $142,382+2.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 13.81% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,052 | $2,994-64.9% | $2,505-58.0% | $4,299-75.5% |
| Participant deferral / active EE | $4,337 | $4,754-8.8% | $4,008+8.2% | $6,507-33.3% |
| Admin fee / account holder | $2,330 | $8,834-73.6% | $6,956-66.5% | $12,624-81.5% |