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 | $228,064 | $95,266+139.4% | $82,389+176.8% | $142,382+60.2% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 14.70% | 25.74%-11.0pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,047 | $2,991+1.9% | $2,517+21.0% | $4,299-29.1% |
| Participant deferral / active EE | $8,178 | $4,809+70.1% | $4,155+96.9% | $6,507+25.7% |
| Admin fee / account holder | $28,046 | $8,563+227.5% | $7,231+287.9% | $12,624+122.2% |