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 | $171,340 | $104,251+64.4% | $91,001+88.3% | $147,584+16.1% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.6%-3.4pp | 82.8%-10.6pp |
| Annual return | 19.73% | 27.06%-7.3pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,178 | $3,116-62.2% | $2,456-52.0% | $4,876-75.8% |
| Participant deferral / active EE | $7,853 | $4,195+87.2% | $3,547+121.4% | $5,439+44.4% |
| Admin fee / account holder | $5,000 | $8,948-44.1% | $5,417-7.7% | $10,885-54.1% |