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 | $104,753 | $84,696+23.7% | $75,696+38.4% | $167,490-37.5% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.8%+10.2pp | 82.1%+2.9pp |
| Annual return | 15.96% | 199.36%-183.4pp | 104.53%-88.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,307 | $3,230+2.4% | $2,743+20.6% | $4,837-31.6% |
| Participant deferral / active EE | $6,795 | $4,580+48.4% | $3,821+77.8% | $6,341+7.2% |
| Admin fee / account holder | $10,593 | $5,355+97.8% | $3,619+192.7% | $12,309-13.9% |