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 | $194,953 | $111,754+74.4% | $103,333+88.7% | $145,922+33.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 22.26% | 24.77%-2.5pp | 24.88%-2.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $8,491 | $4,212+101.6% | $3,868+119.5% | $4,660+82.2% |
| Participant deferral / active EE | $7,545 | $5,619+34.3% | $5,057+49.2% | $6,688+12.8% |
| Admin fee / account holder | $1,696 | $9,750-82.6% | $8,355-79.7% | $13,397-87.3% |