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 | $157,182 | $103,376+52.0% | $87,100+80.5% | $152,861+2.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 20.72% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,905 | $3,220-40.8% | $2,521-24.4% | $4,762-60.0% |
| Participant deferral / active EE | $4,452 | $4,778-6.8% | $4,049+10.0% | $5,850-23.9% |
| Admin fee / account holder | $4,073 | $12,205-66.6% | $7,497-45.7% | $11,596-64.9% |