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 | $124,719 | $98,240+27.0% | $82,313+51.5% | $147,584-15.5% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 14.10% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,796 | $3,192-43.7% | $2,428-26.1% | $4,876-63.2% |
| Participant deferral / active EE | $4,247 | $4,383-3.1% | $3,706+14.6% | $5,439-21.9% |
| Admin fee / account holder | $10,145 | $8,563+18.5% | $5,608+80.9% | $10,885-6.8% |