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 | $137,371 | $117,983+16.4% | $101,794+35.0% | $142,382-3.5% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 19.20% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,201 | $2,773+123.6% | $2,289+170.9% | $4,299+44.2% |
| Participant deferral / active EE | $11,764 | $4,714+149.6% | $4,084+188.1% | $6,507+80.8% |
| Admin fee / account holder | $481 | $10,433-95.4% | $8,777-94.5% | $12,624-96.2% |