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 | $166,692 | $126,574+31.7% | $106,213+56.9% | $145,922+14.2% |
| Participation rate | 87.0% | 77.6%+9.3pp | 75.3%+11.7pp | 80.3%+6.7pp |
| Annual return | 19.95% | 224.79%-204.8pp | 116.14%-96.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,530 | $3,730-5.4% | $3,171+11.3% | $4,660-24.2% |
| Participant deferral / active EE | $11,545 | $5,724+101.7% | $5,016+130.2% | $6,688+72.6% |
| Admin fee / account holder | $1,549 | $17,304-91.1% | $11,033-86.0% | $13,397-88.4% |