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 | $182,279 | $104,251+74.8% | $91,001+100.3% | $147,584+23.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.81% | 27.06%-11.3pp | 4.60%+11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,532 | $3,116-50.8% | $2,456-37.6% | $4,876-68.6% |
| Participant deferral / active EE | $2,736 | $4,195-34.8% | $3,547-22.9% | $5,439-49.7% |
| Admin fee / account holder | $76,885 | $8,948+759.2% | $5,417+1319.3% | $10,885+606.3% |