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 | $167,506 | $84,233+98.9% | $170,442-1.7% | $70,131+138.8% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 22.37% | 23.06%-0.7pp | 205.93%-183.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $6,694 | $3,387+97.6% | $5,433+23.2% | $2,342+185.8% |
| Participant deferral / active EE | $4,833 | $3,086+56.6% | $4,939-2.2% | $3,332+45.0% |
| Admin fee / account holder | $395 | $5,698-93.1% | $13,880-97.2% | $4,645-91.5% |