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 | $240,315 | $142,405+68.8% | $115,157+108.7% | $152,861+57.2% |
| Participation rate | 95.2% | 82.4%+12.9pp | 75.9%+19.3pp | 82.4%+12.8pp |
| Annual return | 17.77% | 41.48%-23.7pp | 35.60%-17.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,895 | $4,010-27.8% | $3,179-8.9% | $4,762-39.2% |
| Participant deferral / active EE | $6,975 | $5,164+35.1% | $4,168+67.3% | $5,850+19.2% |
| Admin fee / account holder | $3,878 | $8,462-54.2% | $7,088-45.3% | $11,596-66.6% |