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 | $160,133 | $85,006+88.4% | $76,190+110.2% | $145,922+9.7% |
| Participation rate | 95.2% | 82.9%+12.4pp | 79.3%+16.0pp | 80.3%+15.0pp |
| Annual return | 16.77% | 13.11%+3.7pp | 13.78%+3.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $12,023 | $5,265+128.4% | $4,578+162.6% | $4,660+158.0% |
| Participant deferral / active EE | $11,072 | $6,392+73.2% | $5,474+102.3% | $6,688+65.6% |
| Admin fee / account holder | $3,170 | $5,760-45.0% | $5,123-38.1% | $13,397-76.3% |