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 | $168,392 | $104,664+60.9% | $85,682+96.5% | $167,490+0.5% |
| Participation rate | 89.5% | 76.4%+13.1pp | 69.9%+19.6pp | 82.1%+7.4pp |
| Annual return | 15.07% | 21.45%-6.4pp | 21.49%-6.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,880 | $3,337-13.7% | $2,618+10.0% | $4,837-40.5% |
| Participant deferral / active EE | $3,940 | $4,824-18.3% | $3,923+0.4% | $6,341-37.9% |
| Admin fee / account holder | $38,607 | $10,032+284.8% | $6,873+461.7% | $12,309+213.7% |