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 | $160,834 | $64,839+148.0% | $95,585+68.3% | $84,808+89.6% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 15.68% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,087 | $1,759-38.2% | $2,527-57.0% | $2,631-58.7% |
| Participant deferral / active EE | $3,609 | $2,965+21.7% | $4,023-10.3% | $4,212-14.3% |
| Admin fee / account holder | $4,482 | $5,964-24.9% | $6,127-26.9% | $7,344-39.0% |