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 | $196,647 | $106,515+84.6% | $96,683+103.4% | $139,434+41.0% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 15.90% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $12,496 | $4,103+204.6% | $3,737+234.4% | $4,751+163.0% |
| Participant deferral / active EE | $4,287 | $5,454-21.4% | $4,878-12.1% | $6,710-36.1% |
| Admin fee / account holder | $9,499 | $7,877+20.6% | $6,730+41.2% | $11,403-16.7% |