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 | $159,007 | $98,750+61.0% | $149,696+6.2% | $79,858+99.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 19.86% | 27.43%-7.6pp | 276.60%-256.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,124 | $3,216+28.2% | $4,644-11.2% | $2,471+66.9% |
| Participant deferral / active EE | $9,274 | $5,680+63.3% | $6,842+35.6% | $3,740+148.0% |
| Admin fee / account holder | $6,503 | $6,053+7.4% | $9,309-30.1% | $5,306+22.6% |