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 | $189,768 | $117,841+61.0% | $102,423+85.3% | $145,922+30.0% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 16.27% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,775 | $3,615+59.8% | $3,023+91.0% | $4,660+23.9% |
| Participant deferral / active EE | $7,971 | $5,731+39.1% | $5,053+57.8% | $6,688+19.2% |
| Admin fee / account holder | $998 | $13,326-92.5% | $9,451-89.4% | $13,397-92.5% |