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 | $136,123 | $105,859+28.6% | $90,160+51.0% | $147,584-7.8% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 20.45% | 37.63%-17.2pp | 34.88%-14.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $5,988 | $4,126+45.1% | $3,318+80.5% | $4,876+22.8% |
| Participant deferral / active EE | $11,794 | $5,733+105.7% | $5,288+123.0% | $5,439+116.9% |
| Admin fee / account holder | $4,979 | $8,046-38.1% | $5,943-16.2% | $10,885-54.3% |