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 | $157,356 | $54,705+187.6% | $71,209+121.0% | $84,808+85.5% |
| Participation rate | 78.3% | 64.1%+14.2pp | 73.8%+4.5pp | 68.3%+9.9pp |
| Annual return | 14.13% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $813 | $2,158-62.3% | $2,721-70.1% | $2,631-69.1% |
| Participant deferral / active EE | $4,295 | $3,030+41.7% | $4,175+2.9% | $4,212+2.0% |
| Admin fee / account holder | $21,559 | $4,863+343.3% | $5,349+303.1% | $7,344+193.6% |