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 | $125,356 | $104,251+20.2% | $91,001+37.8% | $147,584-15.1% |
| Participation rate | 70.8% | 78.2%-7.4pp | 75.6%-4.8pp | 82.8%-12.0pp |
| Annual return | 16.37% | 27.06%-10.7pp | 4.60%+11.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,678 | $3,116-46.1% | $2,456-31.7% | $4,876-65.6% |
| Participant deferral / active EE | $5,285 | $4,195+26.0% | $3,547+49.0% | $5,439-2.8% |
| Admin fee / account holder | $1,551 | $8,948-82.7% | $5,417-71.4% | $10,885-85.8% |