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 | $159,500 | $69,207+130.5% | $64,056+149.0% | $139,434+14.4% |
| Participation rate | 94.7% | 75.6%+19.1pp | 72.3%+22.4pp | 80.3%+14.4pp |
| Annual return | 13.80% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,383 | $3,182+37.7% | $2,747+59.6% | $4,751-7.8% |
| Participant deferral / active EE | $9,287 | $4,682+98.4% | $3,880+139.3% | $6,710+38.4% |
| Admin fee / account holder | $1,067 | $4,244-74.9% | $3,068-65.2% | $11,403-90.6% |