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 | $190,003 | $117,983+61.0% | $101,794+86.7% | $142,382+33.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 12.58% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,149 | $2,773+85.7% | $2,289+125.0% | $4,299+19.8% |
| Participant deferral / active EE | $11,318 | $4,714+140.1% | $4,084+177.1% | $6,507+73.9% |
| Admin fee / account holder | $322 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |