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 | $172,671 | $89,355+93.2% | $141,162+22.3% | $72,985+136.6% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.5%-2.0pp | 69.5%+11.0pp |
| Annual return | 20.61% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,597 | $3,114-16.6% | $4,735-45.2% | $2,440+6.4% |
| Participant deferral / active EE | $9,334 | $5,418+72.3% | $6,709+39.1% | $3,607+158.8% |
| Admin fee / account holder | $7,325 | $5,958+22.9% | $10,261-28.6% | $5,124+42.9% |