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 | $180,953 | $118,450+52.8% | $98,439+83.8% | $139,434+29.8% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 15.01% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,321 | $3,609-35.7% | $3,048-23.9% | $4,751-51.1% |
| Participant deferral / active EE | $6,931 | $5,392+28.5% | $4,738+46.3% | $6,710+3.3% |
| Admin fee / account holder | $1,539 | $14,026-89.0% | $8,948-82.8% | $11,403-86.5% |