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 | $174,931 | $118,450+47.7% | $98,439+77.7% | $139,434+25.5% |
| Participation rate | 95.0% | 77.4%+17.6pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 17.76% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,024 | $3,609+39.2% | $3,048+64.8% | $4,751+5.7% |
| Participant deferral / active EE | $14,534 | $5,392+169.6% | $4,738+206.8% | $6,710+116.6% |
| Admin fee / account holder | $1,765 | $14,026-87.4% | $8,948-80.3% | $11,403-84.5% |