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 | $184,111 | $102,828+79.0% | $105,387+74.7% | $152,861+20.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.6%+10.3pp | 82.4%+10.4pp |
| Annual return | 21.84% | 20.85%+1.0pp | 26.82%-5.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,694 | $4,473-17.4% | $4,213-12.3% | $4,762-22.4% |
| Participant deferral / active EE | $9,802 | $5,465+79.4% | $5,502+78.2% | $5,850+67.5% |
| Admin fee / account holder | $43,402 | $8,683+399.9% | $6,559+561.8% | $11,596+274.3% |