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 | $123,161 | $98,240+25.4% | $82,313+49.6% | $147,584-16.5% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 15.83% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,093 | $3,192-65.8% | $2,428-55.0% | $4,876-77.6% |
| Participant deferral / active EE | $4,069 | $4,383-7.2% | $3,706+9.8% | $5,439-25.2% |
| Admin fee / account holder | $5,405 | $8,563-36.9% | $5,608-3.6% | $10,885-50.3% |