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 | $188,741 | $152,587+23.7% | $125,175+50.8% | $152,861+23.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 20.35% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,184 | $4,946-55.8% | $3,865-43.5% | $4,762-54.1% |
| Participant deferral / active EE | $6,497 | $5,868+10.7% | $4,937+31.6% | $5,850+11.1% |
| Admin fee / account holder | $548 | $13,434-95.9% | $9,702-94.4% | $11,596-95.3% |