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 | $165,003 | $111,535+47.9% | $105,223+56.8% | $137,256+20.2% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 26.26% | 237.85%-211.6pp | 180.65%-154.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $6,963 | $3,939+76.8% | $3,689+88.8% | $4,156+67.5% |
| Participant deferral / active EE | $8,426 | $5,500+53.2% | $5,072+66.1% | $6,407+31.5% |
| Admin fee / account holder | $2,040 | $9,721-79.0% | $8,859-77.0% | $12,270-83.4% |