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 | $197,048 | $106,515+85.0% | $96,683+103.8% | $139,434+41.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 21.68% | 38.43%-16.7pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,754 | $4,103-57.2% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $5,268 | $5,454-3.4% | $4,878+8.0% | $6,710-21.5% |
| Admin fee / account holder | $44,866 | $7,877+469.6% | $6,730+566.7% | $11,403+293.5% |