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 | $163,389 | $65,365+150.0% | $92,893+75.9% | $72,985+123.9% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.0%-2.5pp | 69.5%+4.0pp |
| Annual return | 19.92% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $957 | $2,594-63.1% | $3,653-73.8% | $2,440-60.8% |
| Participant deferral / active EE | $3,556 | $3,128+13.7% | $4,236-16.1% | $3,607-1.4% |
| Admin fee / account holder | $1,956 | $4,251-54.0% | $5,794-66.2% | $5,124-61.8% |