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 | $165,869 | $116,175+42.8% | $93,606+77.2% | $152,861+8.5% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 23.41% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,698 | $3,218+14.9% | $2,718+36.1% | $4,762-22.3% |
| Participant deferral / active EE | $6,503 | $4,603+41.3% | $4,069+59.8% | $5,850+11.2% |
| Admin fee / account holder | $24,784 | $10,748+130.6% | $7,888+214.2% | $11,596+113.7% |