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 | $148,368 | $127,386+16.5% | $115,037+29.0% | $125,391+18.3% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -3.22% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $6,702 | $5,166+29.7% | $4,608+45.5% | $4,866+37.7% |
| Participant deferral / active EE | $3,609 | $6,423-43.8% | $6,026-40.1% | $5,352-32.6% |
| Admin fee / account holder | $42,964 | $9,516+351.5% | $8,175+425.5% | $9,540+350.3% |