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 | $191,313 | $152,587+25.4% | $125,175+52.8% | $152,861+25.2% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 17.70% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,437 | $4,946-70.9% | $3,865-62.8% | $4,762-69.8% |
| Participant deferral / active EE | $4,017 | $5,868-31.5% | $4,937-18.6% | $5,850-31.3% |
| Admin fee / account holder | $5,091 | $13,434-62.1% | $9,702-47.5% | $11,596-56.1% |