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 | $183,691 | $127,065+44.6% | $113,168+62.3% | $142,382+29.0% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 17.12% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,542 | $3,442+32.0% | $2,975+52.7% | $4,299+5.7% |
| Participant deferral / active EE | $10,169 | $5,716+77.9% | $5,107+99.1% | $6,507+56.3% |
| Admin fee / account holder | $34,945 | $15,736+122.1% | $12,068+189.6% | $12,624+176.8% |