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 | $170,140 | $124,319+36.9% | $111,297+52.9% | $167,490+1.6% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 10.51% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,480 | $3,435-56.9% | $2,731-45.8% | $4,837-69.4% |
| Participant deferral / active EE | $4,238 | $5,180-18.2% | $4,487-5.6% | $6,341-33.2% |
| Admin fee / account holder | $20,830 | $10,618+96.2% | $7,964+161.6% | $12,309+69.2% |