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 | $168,271 | $117,381+43.4% | $99,443+69.2% | $152,861+10.1% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 17.66% | 31.87%-14.2pp | 30.72%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $6,964 | $3,013+131.2% | $2,540+174.2% | $4,762+46.2% |
| Participant deferral / active EE | $6,423 | $4,086+57.2% | $3,619+77.5% | $5,850+9.8% |
| Admin fee / account holder | $2,139 | $7,631-72.0% | $6,250-65.8% | $11,596-81.6% |