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 | $171,117 | $78,705+117.4% | $117,854+45.2% | $70,131+144.0% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 16.50% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,263 | $2,223-43.2% | $3,786-66.6% | $2,342-46.1% |
| Participant deferral / active EE | $3,497 | $3,297+6.1% | $4,482-22.0% | $3,332+5.0% |
| Admin fee / account holder | $24,150 | $5,065+376.8% | $8,020+201.1% | $4,645+419.9% |