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 | $175,399 | $111,754+57.0% | $103,333+69.7% | $145,922+20.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 22.04% | 24.77%-2.7pp | 24.88%-2.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $8,644 | $4,212+105.2% | $3,868+123.5% | $4,660+85.5% |
| Participant deferral / active EE | $2,985 | $5,619-46.9% | $5,057-41.0% | $6,688-55.4% |
| Admin fee / account holder | $52,052 | $9,750+433.9% | $8,355+523.0% | $13,397+288.5% |