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 | $144,676 | $127,065+13.9% | $113,168+27.8% | $142,382+1.6% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 16.32% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,936 | $3,442+159.6% | $2,975+200.4% | $4,299+107.9% |
| Participant deferral / active EE | $5,587 | $5,716-2.3% | $5,107+9.4% | $6,507-14.1% |
| Admin fee / account holder | $1,802 | $15,736-88.5% | $12,068-85.1% | $12,624-85.7% |