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 | $149,642 | $79,944+87.2% | $98,439+52.0% | $75,163+99.1% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 13.62% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,803 | $2,264-20.3% | $3,048-40.8% | $2,670-32.5% |
| Participant deferral / active EE | $3,290 | $3,752-12.3% | $4,738-30.6% | $4,125-20.2% |
| Admin fee / account holder | $599 | $6,840-91.2% | $8,948-93.3% | $5,651-89.4% |