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 | $185,242 | $114,381+62.0% | $107,525+72.3% | $142,382+30.1% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 26.35% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,790 | $4,015-30.5% | $3,754-25.7% | $4,299-35.1% |
| Participant deferral / active EE | $5,444 | $5,564-2.2% | $5,116+6.4% | $6,507-16.3% |
| Admin fee / account holder | $23,879 | $9,860+142.2% | $8,919+167.7% | $12,624+89.2% |