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 | $168,744 | $89,753+88.0% | $107,525+56.9% | $84,808+99.0% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 18.40% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,393 | $3,113+9.0% | $3,754-9.6% | $2,631+29.0% |
| Participant deferral / active EE | $8,495 | $4,056+109.4% | $5,116+66.1% | $4,212+101.7% |
| Admin fee / account holder | $1,575 | $7,222-78.2% | $8,919-82.3% | $7,344-78.6% |