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 | $223,662 | $117,841+89.8% | $102,423+118.4% | $145,922+53.3% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 16.11% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,924 | $3,615+8.6% | $3,023+29.8% | $4,660-15.8% |
| Participant deferral / active EE | $12,369 | $5,731+115.8% | $5,053+144.8% | $6,688+85.0% |
| Admin fee / account holder | $5,770 | $13,326-56.7% | $9,451-39.0% | $13,397-56.9% |