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 | $163,318 | $81,208+101.1% | $98,907+65.1% | $79,858+104.5% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 12.45% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $445 | $1,960-77.3% | $2,689-83.5% | $2,471-82.0% |
| Participant deferral / active EE | $3,220 | $3,265-1.4% | $4,244-24.1% | $3,740-13.9% |
| Admin fee / account holder | $428 | $6,013-92.9% | $6,642-93.6% | $5,306-91.9% |