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 | $178,350 | $127,777+39.6% | $106,548+67.4% | $167,490+6.5% |
| Participation rate | 87.0% | 78.3%+8.7pp | 76.1%+10.8pp | 82.1%+4.9pp |
| Annual return | 15.84% | 33.87%-18.0pp | 26.80%-11.0pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,075 | $3,427-39.5% | $2,819-26.4% | $4,837-57.1% |
| Participant deferral / active EE | $7,546 | $5,087+48.3% | $4,398+71.6% | $6,341+19.0% |
| Admin fee / account holder | $2,555 | $11,228-77.2% | $7,407-65.5% | $12,309-79.2% |