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 | $174,271 | $106,749+63.3% | $145,433+19.8% | $82,448+111.4% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 16.58% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,182 | $3,444+79.5% | $4,554+35.7% | $2,551+142.3% |
| Participant deferral / active EE | $14,742 | $6,519+126.2% | $7,897+86.7% | $4,139+256.2% |
| Admin fee / account holder | $4,784 | $8,390-43.0% | $13,129-63.6% | $7,234-33.9% |