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 | $194,879 | $103,376+88.5% | $87,100+123.7% | $152,861+27.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 19.91% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,333 | $3,220+3.5% | $2,521+32.2% | $4,762-30.0% |
| Participant deferral / active EE | $6,640 | $4,778+39.0% | $4,049+64.0% | $5,850+13.5% |
| Admin fee / account holder | $37,412 | $12,205+206.5% | $7,497+399.1% | $11,596+222.6% |