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 | $226,945 | $127,065+78.6% | $113,168+100.5% | $142,382+59.4% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 11.59% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,199 | $3,442-65.2% | $2,975-59.7% | $4,299-72.1% |
| Participant deferral / active EE | $4,136 | $5,716-27.7% | $5,107-19.0% | $6,507-36.4% |
| Admin fee / account holder | $9,511 | $15,736-39.6% | $12,068-21.2% | $12,624-24.7% |