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 | $171,625 | $124,319+38.1% | $111,297+54.2% | $167,490+2.5% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 12.97% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,326 | $3,435-32.3% | $2,731-14.8% | $4,837-51.9% |
| Participant deferral / active EE | $7,639 | $5,180+47.5% | $4,487+70.2% | $6,341+20.5% |
| Admin fee / account holder | $9,209 | $10,618-13.3% | $7,964+15.6% | $12,309-25.2% |