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 | $159,693 | $118,680+34.6% | $98,907+61.5% | $158,922+0.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 15.10% | 372.35%-357.2pp | 196.43%-181.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,100 | $3,333-7.0% | $2,689+15.3% | $4,761-34.9% |
| Participant deferral / active EE | $5,493 | $5,088+8.0% | $4,244+29.4% | $5,982-8.2% |
| Admin fee / account holder | $1,427 | $10,131-85.9% | $6,642-78.5% | $11,246-87.3% |