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 | $164,749 | $77,899+111.5% | $149,673+10.1% | $75,163+119.2% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 17.88% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $9,280 | $3,137+195.8% | $4,818+92.6% | $2,670+247.6% |
| Participant deferral / active EE | $5,377 | $3,411+57.6% | $5,680-5.3% | $4,125+30.3% |
| Admin fee / account holder | $3,370 | $5,956-43.4% | $13,210-74.5% | $5,651-40.4% |