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 | $184,308 | $109,881+67.7% | $150,045+22.8% | $84,808+117.3% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,401 | $3,561-60.7% | $4,693-70.1% | $2,631-46.7% |
| Participant deferral / active EE | $7,694 | $6,636+15.9% | $7,997-3.8% | $4,212+82.7% |
| Admin fee / account holder | $1,279 | $8,568-85.1% | $13,435-90.5% | $7,344-82.6% |