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 | $170,362 | $127,065+34.1% | $113,168+50.5% | $142,382+19.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.04% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $961 | $3,442-72.1% | $2,975-67.7% | $4,299-77.7% |
| Participant deferral / active EE | $8,570 | $5,716+49.9% | $5,107+67.8% | $6,507+31.7% |
| Admin fee / account holder | $19,741 | $15,736+25.5% | $12,068+63.6% | $12,624+56.4% |