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 | $120,821 | $91,037+32.7% | $71,671+68.6% | $147,584-18.1% |
| Participation rate | 95.0% | 76.1%+18.9pp | 68.7%+26.3pp | 82.8%+12.2pp |
| Annual return | 9.83% | 20.48%-10.6pp | 20.65%-10.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,116 | $3,327+83.8% | $2,460+148.6% | $4,876+25.4% |
| Participant deferral / active EE | $3,243 | $4,498-27.9% | $3,438-5.7% | $5,439-40.4% |
| Admin fee / account holder | $3,085 | $8,613-64.2% | $5,558-44.5% | $10,885-71.7% |