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 | $152,707 | $107,452+42.1% | $91,541+66.8% | $142,382+7.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 17.80% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,988 | $2,994-33.6% | $2,505-20.6% | $4,299-53.8% |
| Participant deferral / active EE | $5,530 | $4,754+16.3% | $4,008+38.0% | $6,507-15.0% |
| Admin fee / account holder | $3,293 | $8,834-62.7% | $6,956-52.7% | $12,624-73.9% |