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 | $164,975 | $124,319+32.7% | $111,297+48.2% | $167,490-1.5% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 39.21% | 37.44%+1.8pp | 54.65%-15.4pp | 478.56%-439.3pp |
| Employer contribution / active EE | $2,778 | $3,435-19.1% | $2,731+1.7% | $4,837-42.6% |
| Participant deferral / active EE | $4,563 | $5,180-11.9% | $4,487+1.7% | $6,341-28.0% |
| Admin fee / account holder | $6,734 | $10,618-36.6% | $7,964-15.4% | $12,309-45.3% |