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 | $161,766 | $111,814+44.7% | $103,374+56.5% | $145,959+10.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 23.70% | 24.77%-1.1pp | 24.89%-1.2pp | 561.95%-538.2pp |
| Employer contribution / active EE | $11,525 | $4,214+173.5% | $3,869+197.9% | $4,661+147.3% |
| Participant deferral / active EE | $5,327 | $5,618-5.2% | $5,058+5.3% | $6,689-20.4% |
| Admin fee / account holder | $1,610 | $9,754-83.5% | $8,394-80.8% | $13,398-88.0% |