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 | $160,521 | $118,427+35.5% | $66,042+143.1% | $142,382+12.7% |
| Participation rate | 81.0% | 68.1%+12.8pp | 67.5%+13.4pp | 80.1%+0.8pp |
| Annual return | 12.10% | 35.57%-23.5pp | 52.11%-40.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,140 | $2,570-16.7% | $1,579+35.5% | $4,299-50.2% |
| Participant deferral / active EE | $5,008 | $4,311+16.2% | $2,835+76.6% | $6,507-23.0% |
| Admin fee / account holder | $18,134 | $9,593+89.0% | $5,747+215.5% | $12,624+43.6% |