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 | $149,343 | $176,812-15.5% | $146,665+1.8% | $167,490-10.8% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 16.04% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,802 | $5,160-65.1% | $4,136-56.4% | $4,837-62.8% |
| Participant deferral / active EE | $4,470 | $6,440-30.6% | $5,506-18.8% | $6,341-29.5% |
| Admin fee / account holder | $10,805 | $13,259-18.5% | $10,280+5.1% | $12,309-12.2% |