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 | $173,318 | $104,251+66.3% | $91,001+90.5% | $147,584+17.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 19.43% | 27.06%-7.6pp | 4.60%+14.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $7,606 | $3,116+144.1% | $2,456+209.8% | $4,876+56.0% |
| Participant deferral / active EE | $6,942 | $4,195+65.5% | $3,547+95.7% | $5,439+27.6% |
| Admin fee / account holder | $4,074 | $8,948-54.5% | $5,417-24.8% | $10,885-62.6% |