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 | $144,492 | $165,912-12.9% | $122,332+18.1% | $147,584-2.1% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 11.92% | 34.55%-22.6pp | 30.27%-18.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,750 | $5,754-69.6% | $4,050-56.8% | $4,876-64.1% |
| Participant deferral / active EE | $9,074 | $4,005+126.5% | $3,287+176.1% | $5,439+66.8% |
| Admin fee / account holder | $1,170 | $7,424-84.2% | $5,478-78.6% | $10,885-89.3% |