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 | $166,674 | $118,450+40.7% | $98,439+69.3% | $139,434+19.5% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 22.91% | 18.94%+4.0pp | 21.16%+1.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,604 | $5,392-14.6% | $4,738-2.8% | $6,710-31.4% |
| Admin fee / account holder | $2,357 | $14,026-83.2% | $8,948-73.7% | $11,403-79.3% |