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 | $195,640 | $110,257+77.4% | $96,544+102.6% | $139,434+40.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 24.13% | 26.32%-2.2pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $5,645 | $3,620+56.0% | $2,965+90.4% | $4,751+18.8% |
| Participant deferral / active EE | $9,293 | $5,548+67.5% | $4,851+91.6% | $6,710+38.5% |
| Admin fee / account holder | $2,406 | $11,591-79.2% | $8,252-70.8% | $11,403-78.9% |