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 | $181,150 | $124,281+45.8% | $109,143+66.0% | $167,490+8.2% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 16.72% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $7,573 | $4,207+80.0% | $3,722+103.5% | $4,837+56.5% |
| Participant deferral / active EE | $12,632 | $5,255+140.4% | $4,653+171.5% | $6,341+99.2% |
| Admin fee / account holder | $13,132 | $7,970+64.8% | $6,752+94.5% | $12,309+6.7% |