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 3-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 | $172,712 | $163,101+5.9% | $136,749+26.3% | $142,382+21.3% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 17.03% | 27.54%-10.5pp | 24.33%-7.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,253 | $4,117-69.6% | $3,400-63.1% | $4,299-70.8% |
| Participant deferral / active EE | $4,200 | $5,585-24.8% | $4,692-10.5% | $6,507-35.5% |
| Admin fee / account holder | $2,058 | $14,318-85.6% | $11,386-81.9% | $12,624-83.7% |