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 | $185,882 | $132,634+40.1% | $115,768+60.6% | $137,256+35.4% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 12.87% | 160.70%-147.8pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,617 | $3,360-51.9% | $2,940-45.0% | $4,156-61.1% |
| Participant deferral / active EE | $6,336 | $5,619+12.8% | $4,917+28.9% | $6,407-1.1% |
| Admin fee / account holder | $318 | $15,028-97.9% | $12,439-97.4% | $12,270-97.4% |