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 | $168,410 | $85,766+96.4% | $136,294+23.6% | $70,131+140.1% |
| Participation rate | 73.1% | 74.2%-1.1pp | 81.9%-8.8pp | 69.5%+3.5pp |
| Annual return | 15.62% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,094 | $2,966-63.1% | $4,695-76.7% | $2,342-53.3% |
| Participant deferral / active EE | $8,378 | $5,051+65.9% | $6,247+34.1% | $3,332+151.5% |
| Admin fee / account holder | $21,170 | $5,420+290.6% | $9,243+129.0% | $4,645+355.7% |