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 | $162,440 | $59,101+174.9% | $77,163+110.5% | $75,163+116.1% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 18.33% | 26.71%-8.4pp | 37.87%-19.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,371 | $1,995+169.2% | $2,535+111.9% | $2,670+101.2% |
| Participant deferral / active EE | $4,719 | $2,999+57.3% | $3,833+23.1% | $4,125+14.4% |
| Admin fee / account holder | $2,830 | $4,774-40.7% | $5,472-48.3% | $5,651-49.9% |