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 | $151,089 | $98,750+53.0% | $149,696+0.9% | $79,858+89.2% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.6pp |
| Annual return | 18.81% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,301 | $3,216-59.6% | $4,644-72.0% | $2,471-47.4% |
| Participant deferral / active EE | $9,683 | $5,680+70.5% | $6,842+41.5% | $3,740+158.9% |
| Admin fee / account holder | $9,386 | $6,053+55.1% | $9,309+0.8% | $5,306+76.9% |