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 | $175,946 | $127,065+38.5% | $113,168+55.5% | $142,382+23.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 14.30% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,708 | $3,442+65.8% | $2,975+91.8% | $4,299+32.8% |
| Participant deferral / active EE | $12,717 | $5,716+122.5% | $5,107+149.0% | $6,507+95.4% |
| Admin fee / account holder | $2,655 | $15,736-83.1% | $12,068-78.0% | $12,624-79.0% |