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 | $185,617 | $124,319+49.3% | $111,297+66.8% | $167,490+10.8% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 10.96% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $943 | $3,435-72.6% | $2,731-65.5% | $4,837-80.5% |
| Participant deferral / active EE | $6,382 | $5,180+23.2% | $4,487+42.2% | $6,341+0.6% |
| Admin fee / account holder | $21,404 | $10,618+101.6% | $7,964+168.8% | $12,309+73.9% |