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 | $180,243 | $98,240+83.5% | $82,313+119.0% | $147,584+22.1% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 19.95% | 30.85%-10.9pp | 25.88%-5.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,211 | $3,192-30.7% | $2,428-9.0% | $4,876-54.7% |
| Participant deferral / active EE | $5,811 | $4,383+32.6% | $3,706+56.8% | $5,439+6.9% |
| Admin fee / account holder | $989 | $8,563-88.5% | $5,608-82.4% | $10,885-90.9% |