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 | $139,020 | $124,281+11.9% | $109,143+27.4% | $167,490-17.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 17.81% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,511 | $4,207+7.2% | $3,722+21.2% | $4,837-6.8% |
| Participant deferral / active EE | $11,526 | $5,255+119.3% | $4,653+147.7% | $6,341+81.8% |
| Admin fee / account holder | $20,368 | $7,970+155.6% | $6,752+201.6% | $12,309+65.5% |