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 | $185,165 | $152,587+21.4% | $125,175+47.9% | $152,861+21.1% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 26.06% | 54.84%-28.8pp | 43.79%-17.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,627 | $4,946-26.7% | $3,865-6.2% | $4,762-23.8% |
| Participant deferral / active EE | $4,962 | $5,868-15.4% | $4,937+0.5% | $5,850-15.2% |
| Admin fee / account holder | $8,893 | $13,434-33.8% | $9,702-8.3% | $11,596-23.3% |