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 | $173,853 | $63,861+172.2% | $104,607+66.2% | $79,858+117.7% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 12.80% | 21.30%-8.5pp | 340.46%-327.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,682 | $1,588+5.9% | $2,681-37.3% | $2,471-31.9% |
| Participant deferral / active EE | $11,065 | $2,693+310.8% | $3,740+195.9% | $3,740+195.8% |
| Admin fee / account holder | $10,615 | $4,185+153.6% | $6,473+64.0% | $5,306+100.0% |