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 | $165,813 | $104,251+59.1% | $91,001+82.2% | $147,584+12.4% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.6%+14.9pp | 82.8%+7.6pp |
| Annual return | 11.18% | 27.06%-15.9pp | 4.60%+6.6pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,551 | $3,116-50.2% | $2,456-36.9% | $4,876-68.2% |
| Participant deferral / active EE | $7,122 | $4,195+69.8% | $3,547+100.8% | $5,439+31.0% |
| Admin fee / account holder | $20,343 | $8,948+127.3% | $5,417+275.5% | $10,885+86.9% |