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 | $243,449 | $176,812+37.7% | $146,665+66.0% | $167,490+45.4% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 12.18% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,939 | $5,160-23.7% | $4,136-4.8% | $4,837-18.6% |
| Participant deferral / active EE | $7,945 | $6,440+23.4% | $5,506+44.3% | $6,341+25.3% |
| Admin fee / account holder | $6,406 | $13,259-51.7% | $10,280-37.7% | $12,309-48.0% |