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 | $169,499 | $124,319+36.3% | $111,297+52.3% | $167,490+1.2% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 15.45% | 37.44%-22.0pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $4,558 | $3,435+32.7% | $2,731+66.9% | $4,837-5.8% |
| Participant deferral / active EE | $11,614 | $5,180+124.2% | $4,487+158.8% | $6,341+83.1% |
| Admin fee / account holder | $10,678 | $10,618+0.6% | $7,964+34.1% | $12,309-13.2% |