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 | $112,729+68.5% | $98,716+92.5% | $137,256+38.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.58% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,149 | $2,725+88.9% | $2,279+126.0% | $4,156+23.9% |
| Participant deferral / active EE | $11,318 | $4,640+143.9% | $4,048+179.6% | $6,407+76.7% |
| Admin fee / account holder | $322 | $10,129-96.8% | $8,703-96.3% | $12,270-97.4% |