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 | $151,081 | $97,744+54.6% | $103,476+46.0% | $145,922+3.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 14.07% | 25.41%-11.3pp | 23.90%-9.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,882 | $4,677+25.8% | $4,672+25.9% | $4,660+26.2% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,200 | $12,515-34.5% | $9,413-12.9% | $13,397-38.8% |