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 | $182,460 | $91,037+100.4% | $71,671+154.6% | $147,584+23.6% |
| Participation rate | 94.4% | 76.1%+18.3pp | 68.7%+25.7pp | 82.8%+11.6pp |
| Annual return | 13.45% | 20.48%-7.0pp | 20.65%-7.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,791 | $3,327+74.0% | $2,460+135.4% | $4,876+18.8% |
| Participant deferral / active EE | $6,748 | $4,498+50.0% | $3,438+96.3% | $5,439+24.1% |
| Admin fee / account holder | $5,779 | $8,613-32.9% | $5,558+4.0% | $10,885-46.9% |