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 | $157,768 | $102,245+54.3% | $89,340+76.6% | $137,256+14.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.32% | 21.89%+4.4pp | 20.57%+5.7pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,372 | $2,529-45.7% | $2,231-38.5% | $4,156-67.0% |
| Participant deferral / active EE | $5,655 | $4,436+27.5% | $3,823+47.9% | $6,407-11.7% |
| Admin fee / account holder | $46,958 | $8,085+480.8% | $6,704+600.5% | $12,270+282.7% |