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 | $180,809 | $142,405+27.0% | $115,157+57.0% | $152,861+18.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 18.61% | 41.48%-22.9pp | 35.60%-17.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,897 | $4,010-52.7% | $3,179-40.3% | $4,762-60.2% |
| Participant deferral / active EE | $5,872 | $5,164+13.7% | $4,168+40.9% | $5,850+0.4% |
| Admin fee / account holder | $1,680 | $8,462-80.2% | $7,088-76.3% | $11,596-85.5% |