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 | $145,311 | $110,257+31.8% | $96,544+50.5% | $139,434+4.2% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 21.77% | 26.32%-4.5pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,823 | $3,620+5.6% | $2,965+28.9% | $4,751-19.5% |
| Participant deferral / active EE | $8,275 | $5,548+49.2% | $4,851+70.6% | $6,710+23.3% |
| Admin fee / account holder | $5,480 | $11,591-52.7% | $8,252-33.6% | $11,403-51.9% |