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 | $170,722 | $112,729+51.4% | $98,716+72.9% | $137,256+24.4% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.3%+26.5pp | 80.0%+15.9pp |
| Annual return | 20.40% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $16,192 | $2,725+494.2% | $2,279+610.6% | $4,156+289.6% |
| Participant deferral / active EE | $5,779 | $4,640+24.5% | $4,048+42.8% | $6,407-9.8% |
| Admin fee / account holder | $2,914 | $10,129-71.2% | $8,703-66.5% | $12,270-76.3% |