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 | $167,924 | $104,251+61.1% | $91,001+84.5% | $147,584+13.8% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | 15.67% | 27.06%-11.4pp | 4.60%+11.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,786 | $3,116-42.7% | $2,456-27.3% | $4,876-63.4% |
| Participant deferral / active EE | $7,891 | $4,195+88.1% | $3,547+122.4% | $5,439+45.1% |
| Admin fee / account holder | $972 | $8,948-89.1% | $5,417-82.1% | $10,885-91.1% |