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 | $152,211 | $114,381+33.1% | $107,525+41.6% | $142,382+6.9% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 17.76% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,225 | $4,015-69.5% | $3,754-67.4% | $4,299-71.5% |
| Participant deferral / active EE | $1,589 | $5,564-71.5% | $5,116-68.9% | $6,507-75.6% |
| Admin fee / account holder | $2,824 | $9,860-71.4% | $8,919-68.3% | $12,624-77.6% |