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 | $168,351 | $103,376+62.9% | $87,100+93.3% | $152,861+10.1% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 23.07% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,835 | $3,220+19.1% | $2,521+52.1% | $4,762-19.5% |
| Participant deferral / active EE | $7,951 | $4,778+66.4% | $4,049+96.4% | $5,850+35.9% |
| Admin fee / account holder | $2,798 | $12,205-77.1% | $7,497-62.7% | $11,596-75.9% |