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 | $172,294 | $117,841+46.2% | $102,423+68.2% | $145,922+18.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,884 | $3,615-20.2% | $3,023-4.6% | $4,660-38.1% |
| Participant deferral / active EE | $9,750 | $5,731+70.1% | $5,053+93.0% | $6,688+45.8% |
| Admin fee / account holder | $7,289 | $13,326-45.3% | $9,451-22.9% | $13,397-45.6% |