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 | $159,876 | $117,381+36.2% | $99,443+60.8% | $152,861+4.6% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 21.59% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $6,371 | $3,013+111.5% | $2,540+150.9% | $4,762+33.8% |
| Participant deferral / active EE | $4,138 | $4,086+1.3% | $3,619+14.4% | $5,850-29.3% |
| Admin fee / account holder | $2,502 | $7,631-67.2% | $6,250-60.0% | $11,596-78.4% |