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 | $169,478 | $96,484+75.7% | $75,886+123.3% | $152,861+10.9% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.3%+3.4pp | 82.4%-9.7pp |
| Annual return | 16.91% | 33.98%-17.1pp | 30.76%-13.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,059 | $3,309-68.0% | $2,500-57.7% | $4,762-77.8% |
| Participant deferral / active EE | $7,401 | $4,553+62.5% | $3,603+105.4% | $5,850+26.5% |
| Admin fee / account holder | $821 | $8,078-89.8% | $5,418-84.8% | $11,596-92.9% |