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 | $198,468 | $117,983+68.2% | $101,794+95.0% | $142,382+39.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 10.26% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,215 | $2,773+16.0% | $2,289+40.5% | $4,299-25.2% |
| Participant deferral / active EE | $4,487 | $4,714-4.8% | $4,084+9.9% | $6,507-31.0% |
| Admin fee / account holder | $4,136 | $10,433-60.4% | $8,777-52.9% | $12,624-67.2% |