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 | $169,394 | $165,912+2.1% | $122,332+38.5% | $147,584+14.8% |
| Participation rate | 72.7% | 79.6%-6.8pp | 71.6%+1.1pp | 82.8%-10.1pp |
| Annual return | 14.57% | 34.55%-20.0pp | 30.27%-15.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,406 | $5,754-40.8% | $4,050-15.9% | $4,876-30.1% |
| Participant deferral / active EE | $6,987 | $4,005+74.4% | $3,287+112.6% | $5,439+28.5% |
| Admin fee / account holder | $815 | $7,424-89.0% | $5,478-85.1% | $10,885-92.5% |