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 | $198,925 | $103,376+92.4% | $87,100+128.4% | $152,861+30.1% |
| Participation rate | 79.2% | 79.3%-0.2pp | 76.9%+2.3pp | 82.4%-3.3pp |
| Annual return | 19.36% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,851 | $3,220-42.5% | $2,521-26.6% | $4,762-61.1% |
| Participant deferral / active EE | $3,451 | $4,778-27.8% | $4,049-14.8% | $5,850-41.0% |
| Admin fee / account holder | $3,964 | $12,205-67.5% | $7,497-47.1% | $11,596-65.8% |