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 | $179,952 | $96,484+86.5% | $75,886+137.1% | $152,861+17.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 23.39% | 33.98%-10.6pp | 30.76%-7.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,911 | $3,309-42.3% | $2,500-23.6% | $4,762-59.9% |
| Participant deferral / active EE | $11,372 | $4,553+149.8% | $3,603+215.6% | $5,850+94.4% |
| Admin fee / account holder | $878 | $8,078-89.1% | $5,418-83.8% | $11,596-92.4% |