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 | $179,212 | $84,233+112.8% | $170,442+5.1% | $70,131+155.5% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 14.06% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $6,985 | $3,387+106.2% | $5,433+28.6% | $2,342+198.2% |
| Participant deferral / active EE | $6,393 | $3,086+107.2% | $4,939+29.4% | $3,332+91.9% |
| Admin fee / account holder | $1,768 | $5,698-69.0% | $13,880-87.3% | $4,645-61.9% |