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 | $156,996 | $106,515+47.4% | $96,683+62.4% | $139,434+12.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.44% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,430 | $4,103+8.0% | $3,737+18.6% | $4,751-6.7% |
| Participant deferral / active EE | $18,379 | $5,454+237.0% | $4,878+276.8% | $6,710+173.9% |
| Admin fee / account holder | $5,507 | $7,877-30.1% | $6,730-18.2% | $11,403-51.7% |