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 | $186,471 | $88,672+110.3% | $105,223+77.2% | $82,448+126.2% |
| Participation rate | 94.2% | 67.9%+26.3pp | 75.0%+19.1pp | 68.1%+26.1pp |
| Annual return | 13.46% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,158 | $3,048+36.4% | $3,689+12.7% | $2,551+63.0% |
| Participant deferral / active EE | $7,946 | $4,036+96.9% | $5,072+56.7% | $4,139+92.0% |
| Admin fee / account holder | $15,012 | $7,146+110.1% | $8,859+69.5% | $7,234+107.5% |