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 | $178,451 | $106,515+67.5% | $96,683+84.6% | $139,434+28.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 17.26% | 38.43%-21.2pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $6,795 | $4,103+65.6% | $3,737+81.8% | $4,751+43.0% |
| Participant deferral / active EE | $5,910 | $5,454+8.4% | $4,878+21.2% | $6,710-11.9% |
| Admin fee / account holder | $1,719 | $7,877-78.2% | $6,730-74.5% | $11,403-84.9% |