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 | $169,624 | $91,190+86.0% | $178,490-5.0% | $79,858+112.4% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 14.56% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $8,062 | $3,256+147.6% | $5,011+60.9% | $2,471+226.3% |
| Participant deferral / active EE | $5,361 | $3,236+65.7% | $5,202+3.1% | $3,740+43.3% |
| Admin fee / account holder | $2,494 | $6,751-63.1% | $13,984-82.2% | $5,306-53.0% |