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 | $171,690 | $107,452+59.8% | $91,541+87.6% | $142,382+20.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 16.45% | 22.06%-5.6pp | 20.50%-4.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,184 | $2,994-27.1% | $2,505-12.8% | $4,299-49.2% |
| Participant deferral / active EE | $7,086 | $4,754+49.1% | $4,008+76.8% | $6,507+8.9% |
| Admin fee / account holder | $1,267 | $8,834-85.7% | $6,956-81.8% | $12,624-90.0% |