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 | $225,233 | $127,065+77.3% | $113,168+99.0% | $142,382+58.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.45% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,262 | $3,442-34.3% | $2,975-24.0% | $4,299-47.4% |
| Participant deferral / active EE | $9,096 | $5,716+59.1% | $5,107+78.1% | $6,507+39.8% |
| Admin fee / account holder | $1,513 | $15,736-90.4% | $12,068-87.5% | $12,624-88.0% |