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 | $159,167 | $117,983+34.9% | $101,794+56.4% | $142,382+11.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 16.76% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,540 | $2,773-8.4% | $2,289+11.0% | $4,299-40.9% |
| Participant deferral / active EE | $7,281 | $4,714+54.5% | $4,084+78.3% | $6,507+11.9% |
| Admin fee / account holder | $5,531 | $10,433-47.0% | $8,777-37.0% | $12,624-56.2% |