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 | $206,650 | $142,405+45.1% | $115,157+79.5% | $152,861+35.2% |
| Participation rate | 91.7% | 82.4%+9.3pp | 75.9%+15.8pp | 82.4%+9.2pp |
| Annual return | 22.51% | 41.48%-19.0pp | 35.60%-13.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,595 | $4,010-10.3% | $3,179+13.1% | $4,762-24.5% |
| Participant deferral / active EE | $7,872 | $5,164+52.4% | $4,168+88.8% | $5,850+34.6% |
| Admin fee / account holder | $6,130 | $8,462-27.6% | $7,088-13.5% | $11,596-47.1% |