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 | $154,964 | $101,724+52.3% | $164,813-6.0% | $80,856+91.7% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 11.48% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,692 | $2,953-42.7% | $4,341-61.0% | $2,755-38.6% |
| Participant deferral / active EE | $3,497 | $4,477-21.9% | $6,031-42.0% | $4,296-18.6% |
| Admin fee / account holder | $18,575 | $8,227+125.8% | $12,690+46.4% | $6,918+168.5% |