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 | $170,020 | $97,125+75.1% | $86,233+97.2% | $137,256+23.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 18.62% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $8,168 | $2,841+187.5% | $2,504+226.1% | $4,156+96.5% |
| Participant deferral / active EE | $16,119 | $5,180+211.2% | $4,559+253.6% | $6,407+151.6% |
| Admin fee / account holder | $15,965 | $9,725+64.2% | $8,342+91.4% | $12,270+30.1% |