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 | $183,935 | $117,983+55.9% | $101,794+80.7% | $142,382+29.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 12.13% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,444 | $2,773-11.8% | $2,289+6.8% | $4,299-43.1% |
| Participant deferral / active EE | $8,765 | $4,714+85.9% | $4,084+114.6% | $6,507+34.7% |
| Admin fee / account holder | $3,023 | $10,433-71.0% | $8,777-65.6% | $12,624-76.1% |