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 | $182,978 | $105,859+72.9% | $90,160+102.9% | $147,584+24.0% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 18.91% | 37.63%-18.7pp | 34.88%-16.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,171 | $4,126-71.6% | $3,318-64.7% | $4,876-76.0% |
| Participant deferral / active EE | $10,758 | $5,733+87.6% | $5,288+103.5% | $5,439+97.8% |
| Admin fee / account holder | $4,655 | $8,046-42.1% | $5,943-21.7% | $10,885-57.2% |