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 | $212,938 | $103,376+106.0% | $87,100+144.5% | $152,861+39.3% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 23.47% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,799 | $3,220-13.1% | $2,521+11.0% | $4,762-41.2% |
| Participant deferral / active EE | $6,676 | $4,778+39.7% | $4,049+64.9% | $5,850+14.1% |
| Admin fee / account holder | $9,215 | $12,205-24.5% | $7,497+22.9% | $11,596-20.5% |