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 | $162,449 | $95,416+70.3% | $185,823-12.6% | $85,850+89.2% |
| Participation rate | 79.3% | 68.8%+10.5pp | 81.7%-2.4pp | 69.3%+10.0pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,635 | $3,314-20.5% | $5,167-49.0% | $2,565+2.7% |
| Participant deferral / active EE | $10,119 | $3,423+195.6% | $5,568+81.7% | $3,952+156.1% |
| Admin fee / account holder | $3,546 | $7,213-50.8% | $16,237-78.2% | $6,260-43.4% |