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 | $182,504 | $135,952+34.2% | $123,892+47.3% | $273,961-33.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 9.07% | 56.63%-47.6pp | 47.52%-38.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,968 | $5,170-61.9% | $4,617-57.4% | $4,869-59.6% |
| Participant deferral / active EE | $7,106 | $6,343+12.0% | $5,984+18.7% | $5,287+34.4% |
| Admin fee / account holder | $10,857 | $9,817+10.6% | $8,357+29.9% | $10,132+7.2% |