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 | $183,739 | $127,777+43.8% | $106,548+72.4% | $167,490+9.7% |
| Participation rate | 78.9% | 78.3%+0.7pp | 76.1%+2.8pp | 82.1%-3.2pp |
| Annual return | 11.31% | 33.87%-22.6pp | 26.80%-15.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,225 | $3,427-35.1% | $2,819-21.1% | $4,837-54.0% |
| Participant deferral / active EE | $5,353 | $5,087+5.2% | $4,398+21.7% | $6,341-15.6% |
| Admin fee / account holder | $46,050 | $11,228+310.1% | $7,407+521.7% | $12,309+274.1% |