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 | $164,869 | $110,261+49.5% | $95,745+72.2% | $139,434+18.2% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 17.07% | 27.11%-10.0pp | 28.35%-11.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,450 | $3,257-24.8% | $2,835-13.6% | $4,751-48.4% |
| Participant deferral / active EE | $4,390 | $4,676-6.1% | $4,245+3.4% | $6,710-34.6% |
| Admin fee / account holder | $782 | $6,613-88.2% | $5,678-86.2% | $11,403-93.1% |