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 | $206,475 | $232,540-11.2% | $185,117+11.5% | $147,584+39.9% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.6pp | 82.8%+10.0pp |
| Annual return | 18.16% | 43.03%-24.9pp | 40.50%-22.3pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,053 | $5,195-41.2% | $4,182-27.0% | $4,876-37.4% |
| Participant deferral / active EE | $12,765 | $5,834+118.8% | $5,045+153.0% | $5,439+134.7% |
| Admin fee / account holder | $529 | $10,275-94.8% | $8,159-93.5% | $10,885-95.1% |