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 | $181,295 | $100,970+79.6% | $96,576+87.7% | $137,256+32.1% |
| Participation rate | 88.2% | 82.6%+5.6pp | 81.4%+6.8pp | 80.0%+8.3pp |
| Annual return | 16.92% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,908 | $3,809+28.9% | $3,553+38.1% | $4,156+18.1% |
| Participant deferral / active EE | $13,873 | $8,286+67.4% | $7,956+74.4% | $6,407+116.5% |
| Admin fee / account holder | $5,395 | $11,312-52.3% | $11,381-52.6% | $12,270-56.0% |