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 | $173,276 | $105,859+63.7% | $90,160+92.2% | $147,584+17.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.49% | 37.63%-18.1pp | 34.88%-15.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $17,676 | $4,126+328.4% | $3,318+432.7% | $4,876+262.5% |
| Participant deferral / active EE | $9,000 | $5,733+57.0% | $5,288+70.2% | $5,439+65.5% |
| Admin fee / account holder | $872 | $8,046-89.2% | $5,943-85.3% | $10,885-92.0% |