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 | $178,806 | $117,841+51.7% | $102,423+74.6% | $145,922+22.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 9.12% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,502 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $7,437 | $5,731+29.8% | $5,053+47.2% | $6,688+11.2% |
| Admin fee / account holder | $18,599 | $13,326+39.6% | $9,451+96.8% | $13,397+38.8% |