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 | $172,804 | $110,257+56.7% | $96,544+79.0% | $139,434+23.9% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 15.61% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,466 | $3,620+23.4% | $2,965+50.6% | $4,751-6.0% |
| Participant deferral / active EE | $11,599 | $5,548+109.1% | $4,851+139.1% | $6,710+72.9% |
| Admin fee / account holder | $17,194 | $11,591+48.3% | $8,252+108.4% | $11,403+50.8% |