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 | $237,352 | $127,264+86.5% | $109,895+116.0% | $167,490+41.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 16.25% | 22.97%-6.7pp | 29.45%-13.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,060 | $3,322-7.9% | $2,842+7.7% | $4,837-36.7% |
| Participant deferral / active EE | $12,947 | $4,514+186.8% | $4,048+219.8% | $6,341+104.2% |
| Admin fee / account holder | $13,041 | $7,114+83.3% | $6,066+115.0% | $12,309+5.9% |