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 | $166,350 | $152,587+9.0% | $125,175+32.9% | $152,861+8.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 15.24% | 54.84%-39.6pp | 43.79%-28.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $7,353 | $4,946+48.7% | $3,865+90.2% | $4,762+54.4% |
| Participant deferral / active EE | $14,274 | $5,868+143.3% | $4,937+189.1% | $5,850+144.0% |
| Admin fee / account holder | $17,967 | $13,434+33.7% | $9,702+85.2% | $11,596+54.9% |