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 | $152,101 | $104,974+44.9% | $95,585+59.1% | $142,382+6.8% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 18.25% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $8,033 | $2,779+189.1% | $2,527+217.9% | $4,299+86.8% |
| Participant deferral / active EE | $6,078 | $4,352+39.7% | $4,023+51.1% | $6,507-6.6% |
| Admin fee / account holder | $1,032 | $6,386-83.8% | $6,127-83.2% | $12,624-91.8% |