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 | $169,822 | $100,901+68.3% | $75,670+124.4% | $147,584+15.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 72.3%+16.5pp | 82.8%+6.1pp |
| Annual return | 13.00% | 35.78%-22.8pp | 27.34%-14.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,853 | $3,253+18.4% | $2,352+63.8% | $4,876-21.0% |
| Participant deferral / active EE | $2,652 | $4,027-34.1% | $3,142-15.6% | $5,439-51.2% |
| Admin fee / account holder | $3,061 | $11,285-72.9% | $5,800-47.2% | $10,885-71.9% |