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 | $162,375 | $127,065+27.8% | $113,168+43.5% | $142,382+14.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 16.82% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,444 | $3,442+290.6% | $2,975+351.9% | $4,299+212.7% |
| Participant deferral / active EE | $7,479 | $5,716+30.8% | $5,107+46.4% | $6,507+14.9% |
| Admin fee / account holder | $12,683 | $15,736-19.4% | $12,068+5.1% | $12,624+0.5% |