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 | $184,563 | $127,065+45.3% | $113,168+63.1% | $142,382+29.6% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 12.84% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,872 | $3,442+70.6% | $2,975+97.4% | $4,299+36.6% |
| Participant deferral / active EE | $10,072 | $5,716+76.2% | $5,107+97.2% | $6,507+54.8% |
| Admin fee / account holder | $17,325 | $15,736+10.1% | $12,068+43.6% | $12,624+37.2% |