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 | $181,692 | $106,584+70.5% | $101,326+79.3% | $142,382+27.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 15.13% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,473 | $3,956+13.1% | $3,665+22.0% | $4,299+4.0% |
| Participant deferral / active EE | $10,681 | $8,297+28.7% | $7,994+33.6% | $6,507+64.1% |
| Admin fee / account holder | $1,092 | $11,446-90.5% | $11,185-90.2% | $12,624-91.4% |