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 | $126,114 | $73,933+70.6% | $96,683+30.4% | $75,163+67.8% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+19.9pp | 67.2%+27.1pp |
| Annual return | 21.18% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $8,394 | $2,928+186.7% | $3,737+124.6% | $2,670+214.4% |
| Participant deferral / active EE | $8,032 | $3,659+119.5% | $4,878+64.7% | $4,125+94.7% |
| Admin fee / account holder | $1,693 | $5,216-67.5% | $6,730-74.8% | $5,651-70.0% |