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 | $180,072 | $111,754+61.1% | $103,333+74.3% | $145,922+23.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 17.49% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,671 | $4,212-12.9% | $3,868-5.1% | $4,660-21.2% |
| Participant deferral / active EE | $10,442 | $5,619+85.9% | $5,057+106.5% | $6,688+56.1% |
| Admin fee / account holder | $4,042 | $9,750-58.5% | $8,355-51.6% | $13,397-69.8% |