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 | $201,447 | $117,841+70.9% | $102,423+96.7% | $145,922+38.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.95% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,274 | $3,615-37.1% | $3,023-24.8% | $4,660-51.2% |
| Participant deferral / active EE | $6,126 | $5,731+6.9% | $5,053+21.2% | $6,688-8.4% |
| Admin fee / account holder | $1,510 | $13,326-88.7% | $9,451-84.0% | $13,397-88.7% |