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 | $167,895 | $77,899+115.5% | $149,673+12.2% | $75,163+123.4% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 23.38% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $7,364 | $3,137+134.7% | $4,818+52.9% | $2,670+175.8% |
| Participant deferral / active EE | $4,438 | $3,411+30.1% | $5,680-21.9% | $4,125+7.6% |
| Admin fee / account holder | $1,064 | $5,956-82.1% | $13,210-91.9% | $5,651-81.2% |