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 | $207,504 | $116,175+78.6% | $93,606+121.7% | $152,861+35.7% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 26.41% | 35.96%-9.6pp | 32.76%-6.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,753 | $3,218-14.5% | $2,718+1.3% | $4,762-42.2% |
| Participant deferral / active EE | $10,405 | $4,603+126.0% | $4,069+155.7% | $5,850+77.8% |
| Admin fee / account holder | $7,096 | $10,748-34.0% | $7,888-10.0% | $11,596-38.8% |