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 | $179,884 | $106,515+68.9% | $96,683+86.1% | $139,434+29.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 25.01% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $5,175 | $4,103+26.1% | $3,737+38.5% | $4,751+8.9% |
| Participant deferral / active EE | $12,292 | $5,454+125.4% | $4,878+152.0% | $6,710+83.2% |
| Admin fee / account holder | $5,956 | $7,877-24.4% | $6,730-11.5% | $11,403-47.8% |