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 | $164,709 | $127,264+29.4% | $109,895+49.9% | $167,490-1.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 10.49% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,333 | $3,322-29.8% | $2,842-17.9% | $4,837-51.8% |
| Participant deferral / active EE | $855 | $4,514-81.1% | $4,048-78.9% | $6,341-86.5% |
| Admin fee / account holder | $1,725 | $7,114-75.7% | $6,066-71.6% | $12,309-86.0% |