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 5-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 | $169,802 | $73,933+129.7% | $96,683+75.6% | $75,163+125.9% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 39.31% | 26.70%+12.6pp | 35.69%+3.6pp | 160.62%-121.3pp |
| Employer contribution / active EE | $12,238 | $2,928+318.0% | $3,737+227.5% | $2,670+358.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,784 | $5,216-8.3% | $6,730-28.9% | $5,651-15.3% |