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 | $166,764 | $105,859+57.5% | $90,160+85.0% | $147,584+13.0% |
| Participation rate | 76.2% | 79.7%-3.5pp | 76.9%-0.7pp | 82.8%-6.6pp |
| Annual return | 17.40% | 37.63%-20.2pp | 34.88%-17.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,552 | $4,126-62.4% | $3,318-53.2% | $4,876-68.2% |
| Participant deferral / active EE | $2,955 | $5,733-48.5% | $5,288-44.1% | $5,439-45.7% |
| Admin fee / account holder | $6,932 | $8,046-13.8% | $5,943+16.6% | $10,885-36.3% |