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 | $123,267 | $96,484+27.8% | $75,886+62.4% | $152,861-19.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 22.24% | 33.98%-11.7pp | 30.76%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,561 | $3,309-22.6% | $2,500+2.4% | $4,762-46.2% |
| Participant deferral / active EE | $4,383 | $4,553-3.7% | $3,603+21.6% | $5,850-25.1% |
| Admin fee / account holder | $3,193 | $8,078-60.5% | $5,418-41.1% | $11,596-72.5% |