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 | $174,525 | $112,881+54.6% | $90,951+91.9% | $158,922+9.8% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 13.39% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,501 | $2,893-48.1% | $2,122-29.3% | $4,761-68.5% |
| Participant deferral / active EE | $7,201 | $4,128+74.4% | $3,373+113.5% | $5,982+20.4% |
| Admin fee / account holder | $1,578 | $8,041-80.4% | $5,959-73.5% | $11,246-86.0% |